Riverside City Council
April 18, 2023

070121-CAR

Rev. 3/2021 1

Solicitation Number: RFP #070121

CONTRACT

This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Carrier Global Corporation, 5900-H Northwoods Bus Pkwy., Charlotte, NC 28269 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for HVAC Systems and Related Services from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT

A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires August 12, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All rights will cease upon expiration or termination of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES

A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 








 



 



070121-CAR

Rev. 3/2021 2

Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new andthe current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING

All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be 








 



 



070121-CAR

Rev. 3/2021 3

returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.

Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.

B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity.

C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.

4. PRODUCT AND PRICING CHANGE REQUESTS

Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.

At a minimum, the request must:

x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; 








 



 



070121-CAR

Rev. 3/2021 4

x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.

Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government- owned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.

6. PARTICIPATING ENTITY USE AND PURCHASING

A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell 








 



 



070121-CAR

Rev. 3/2021 5

contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be negotiateddirectly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.

C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.

D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:

1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or

2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.

E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.

7. CUSTOMER SERVICE

A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:










 



 



070121-CAR

Rev. 3/2021 6

x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT

A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).

The Report must contain the following fields:

x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased 








 



 



070121-CAR

Rev. 3/2021 7

by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.

9. AUTHORIZED REPRESENTATIVE

Sourcewell's Authorized Representative is its Chief Procurement Officer.

Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.

10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE

A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.

C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.









 



 



070121-CAR

Rev. 3/2021 8

E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.

F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS

Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any third-party claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications.

Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.

Under no circumstances will Supplier be liable for any incidental, special, liquidated or consequential damages, including loss of revenue, loss of use of equipment or facilities, or economic damages based on strict liability or negligence.

12. GOVERNMENT DATA PRACTICES

Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT

A. INTELLECTUAL PROPERTY

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.









 



 



070121-CAR

Rev. 3/2021 9

b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws.

5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.

B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.

C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.

D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.









 



 



070121-CAR

Rev. 3/2021 10

14. GOVERNING LAW, JURISDICTION, AND VENUE

The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.

15. FORCE MAJEURE

Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.

16. SEVERABILITY

If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.

17. PERFORMANCE, DEFAULT, AND REMEDIES

A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.

2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:

1. Nonperformance of contractual requirements, or









 



 



070121-CAR

Rev. 3/2021 11

2. A material breach of any term or condition of this Contract.

The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:

x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.

18. INSURANCE

A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance of the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts listed below:

Limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles 








 



 



070121-CAR

Rev. 3/2021 12

in limits of liability as indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Limits:
$2,000,000 per occurrence and in aggregate

5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Limits:
$2,000,000 per claim
$2,000,000 annual aggregate

Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.

Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is 








 



 



070121-CAR

Rev. 3/2021 13

primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors, except such rights as Supplier has to proceeds. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

19. COMPLIANCE

A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.

B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION

Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.

Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.










 



 



070121-CAR

Rev. 3/2021 14

21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS

Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.

The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.

A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-

1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.

B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions. 








 



 



070121-CAR

Rev. 3/2021 15

C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).

Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above.

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names 








 



 



070121-CAR

Rev. 3/2021 16

of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.

J. BUY AMERICAN PROVISIONS COMPLIANCE. Any order requiring Buy American provisions will not be accepted until Supplier confirms in writing it can comply with the specific applicable Buy American clause cited. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.

K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation 








 



 



070121-CAR

Rev. 3/2021 17

and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.

N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.

O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.

P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.

Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.

Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216.










 



 



070121-CAR

Rev. 3/2021 18

T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.

U. FEDERAL GOVERNMENT REQUIREMENTS STIPULATION. Supplier is a commercial entity and the components, equipment and services to be included by Supplier in its proposal and to be provided in the event of an award are offered on the basis that they constitute commercial items as defined in the Federal Acquisition Regulations ("FAR"). Similarly, the prices to be offered by Supplier in its proposal, and which would be offered in any resulting contract and any modifications or changes to such contract are based on Supplier's standard commercial accounting policies and practices. Supplier’s accounting practices comply fully with U.S. GAAP, but do not take into account any additional or special requirements of Cost Accounting Standards, nor meet the requirements of FAR Part 31 or any similar procurement regulations, including those of the U.S. Department of Defense. Accordingly, Supplier makes its proposal based on its belief that an award can be made to Supplier consistent with FAR Part 12 - "Acquisition of Commercial Items,” and that submission of cost and pricing data consistent with CAS/FAR Part 31 will not be required. Supplier does not accept and will not be held liable for any flow down requirements unless specifically agreed to in writing.

22. CANCELLATION

Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell Carrier Global Corporation

By: __________________________ By: __________________________ Jeremy Schwartz Simon C. Walls
Title: Chief Procurement Officer Titl e: Global Strategic Accounts Leader

Date: ________________________

Date: ________________________









 



 


















070121-CAR

Rev. 3/2021 19

Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO

Date: ________________________










 



 










5)3+9$&6\VWHPVDQG5HODWHG6HUYLFHV

9HQGRU'HWDLOV
&RPSDQ\1DPH
&DUUL HU*OREDO&RUS
'RHV\RXUFRPSDQ\FRQGXFW
EXVLQHVVXQGHUDQ\RWKHUQDPH",I
\HVSOHDVHVWDWH

&DUULHU&RUSRUDWLRQ
$GGUHVV


+1RUWKZRRGV%XV3NZ\
&KDUORWWH1&

&RQWDFW
$OH[5HOI
(PDLO
DOH[OUHOI#FDUULHUFRP
3KRQH

+67



6XEPLVVLRQ'HWDLOV
&UHDWHG2Q
7XHVGD\-XQH


6XEPLWWHG2Q
:HGQHVGD\-XQH


6XEPLWWHG%\
$OH[5HOI
(PDLO
DOH[OUHOI#FDUULHUFRP
7UDQVDFWLRQ
HHHIDIEHD
E

D
6XEPLWWHU
V,3$GGUHVV


Bid Number: RFP 070121 Vendor Name: Carrier Global Corp 








 



 



6SHFLILFDWLRQV
7DEOH
3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV
*HQHUDO,QVWUXFWLRQV 
DSSOLHVWRDOO7DEOHV
6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFKDGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVR SURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQN UHVSRQG³1$´LIWKHTXHVWLRQGRHVQRWDSSO\WR\RX
SUHIHUDEO\ZLWKDQH[SODQDWLRQ


/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 3URSRVHUௐ/HJDOௐ1DPHௐ
RQHௐOHJDOௐ HQWLW\ௐRQO\

&DUULHUௐ*OREDOௐ&RU SRUDWLRQ 
 ,GHQWLI\ௐDOOௐVXEVLGLDU\ௐHQWLWLHVௐRIௐWKHௐ3URSRVHUௐ
ZKRVHௐHTXLSPHQWௐSURGXFWVௐRUௐVHUYLFHVௐDUHௐ
LQFOXGHGௐLQௐWKHௐ3URSRVDO
&DUULHUௐ&RUSRUDWLRQ

 ,GHQWLI\ௐDOOௐDSSOLFDEOHௐDVVXPHGௐQDPHVௐRUௐ'%$ௐ
QDPHVௐRIௐWKHௐ3URSRVHUௐRUௐ3URSRVHU
Vௐ
VXEVLGLDULHVௐLQௐ/LQHௐௐRUௐ/LQHௐௐDERYH
&DUULHUௐ&RUSRUDWLRQ

 3URSRVHUௐ3K\VLFDOௐ $GGUHVV

+ௐ1RUWKZRRG Vௐ%XVௐ3NZ\ௐ&KDUORWWHௐ1&ௐ

 3URSRVHUௐZHEVLWHௐDGGUHVVௐ
RUௐDGGUHVVHV

ZZZFDUULHUFRP 
 3URSRVHU
Vௐ$XWKRUL]HGௐ5HSUHVHQWDWLYHௐ
QDPHௐ
WLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
ௐ
7KHௐ
UHSUHVHQWDWLYHௐPXVWௐKDYHௐDXWKRULW\ௐWRௐVLJQௐ
WKHௐ³3URSRVHU¶Vௐ$VVXUDQFHௐRIௐ&RPSOLDQFH´ௐRQௐ
EHKDOIௐRIௐWKHௐ3URSRVHUௐDQGௐLQௐWKHௐHYHQWௐRIௐ
DZDUGௐZLOOௐEHௐH[SHFWHGௐௐWRௐH[HFXWHௐWKHௐ
UHVXOWLQJௐFRQWUDFW

0HUHGLWKௐ(PPHULFKௐ9LFHௐ3UHVLGHQWௐ1RUWKௐ$PHULFDௐ&RPPHUFLDOௐ+9$&ௐ %ௐ1RUWKZRRGVௐ%XVௐ3NZ\ௐ&KDUORWWHௐ1&ௐ
ௐ
PHUHGLWKHPPHULFK#FDUULHUFRP

 3URSRVHU
VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ

QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH

$OH[ௐ5HOIௐ6WUDWHJLFௐ$FFRXQWௐ0DQDJHUௐ
+ௐ1RUWKZRRGVௐ%XVௐ3NZ\ௐ&KDUORWWHௐ1&ௐ
ௐௐDOH[OUHOI#FDUULHUFRP 
 3URSRVHU
VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐ
DQ\ௐ
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐ
SKRQH

-RHௐ,VRQௐ6WUDWHJLFௐ$FFRXQWVௐ0DQDJHUௐ
+ௐ1RUWKZRRGVௐ%XVௐ3NZ\ௐ&KDUORWWHௐ1&ௐ
ௐ

ௐ
MRVHSKHLVRQ#FDUULHUFRP
7DEOH
&RPSDQ\,QIRUPDWLRQDQG)LQDQFLDO6WUHQJWK
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 

3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐLQFOXGLQJௐ\RXUௐ FRPSDQ\¶VௐFRUHௐYDOXHVௐEXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐ ORQJHYLW\ௐUHODWHGௐWRௐWKHௐUHTXHVWHGௐHTXLSPHQWௐSURGXFWVௐRUௐ VHUYLFHV
&DUULHUௐ(QJLQHHULQJௐ&RUSRUDWLRQௐZDVௐLQFRUSRUDWHGௐLQௐ1HZௐ<RUNௐRQௐ-XQHௐௐ ௐE\ௐVHYHQௐHQJLQHHUVௐOHGௐE\ௐ:LOOLVௐ
&DUULHUௐ,Qௐ
ௐ&DUULHUௐ$LUௐ&RQGLWLRQLQJௐZDVௐIRUPHGௐWKURXJKௐWKHௐPHUJHUௐRIௐ&DUULHUௐ(QJLQHHULQJௐ&RUSRUDWLRQௐZLWKௐ %UXQVZLFN.URHVFKHOOௐ&RPSDQ\ௐDQGௐ<RUNௐ+HDWLQJௐ ௐ9HQWLODWLQJௐ&RUSRUDWLRQௐ,Qௐ ௐ&DUULHUௐ&RUSRUDWLRQௐDௐ
FRUSRUDWLRQௐRUJDQL]HGௐLQௐWKHௐ6WDWHௐRIௐ'HODZDUHௐEHFDPHௐDௐZKROO\ௐRZQHGௐVXEVLGLDU\ௐRIௐ8QLWHGௐ7HFKQRORJLHVௐ &RUSRUDWLRQௐDQGௐZDVௐVXEVHTXHQWO\ௐVSXQௐRIIௐDVௐDௐVWDQGௐDORQHௐFRPSDQ\ௐLQௐ$SULOௐRIௐௐ&DUULHUௐ&RUSRUDWLRQௐLVௐWKHௐ OHDGLQJௐPDQXIDFWXUHUௐRIௐKHDWLQJௐYHQWLODWLRQௐDQGௐDLUௐFRQGLWLRQLQJௐHTXLSPHQWௐDQGௐVHUYLFHௐLQௐWKHௐ8QLWHGௐ6WDWHVௐZLWKௐVDOHVௐ WRWDOLQJௐDSSUR[LPDWHO\ௐ
ௐ%LOOLRQௐLQௐ

 :KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐHYHQWௐRIௐDQௐ DZDUG"
&DUULHUௐLVௐFXUUHQWO\ௐDQௐLQFXPEHQWௐYHQGRUௐRIௐ6RXUFHZHOOௐௐ8SRQௐDZDUGௐ&DUULHUௐZLOOௐVFKHGXOHௐDௐUROOௐRXWௐPHHWLQJௐZLWKௐWKHௐ FXVWRPHUௐWRௐSODQௐDQGௐSUHSDUHௐIRUௐWKHௐH[HFXWLRQௐRIௐWKHௐDZDUGHGௐFRQWUDFWௐDVௐQHHGHG   'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐVWDELOLW\ௐZLWKௐPHDQLQ JIXOௐ GDWDௐ7KLVௐFRXOGௐLQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ 6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐRIௐFUHGLWௐDQGௐ GHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ DVௐ

DSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
&DUULHUௐ*OREDOௐ&RUSRUDWLRQௐLVௐDQௐ$PHULFDQௐPXOWLQDWLRQDOௐKRPHௐDSSOLDQFHVௐFRUSRUDWLRQௐEDVHGௐLQௐ3DOPௐ%HDFKௐ*DUGHQVௐ )ORULGDௐ&DUULHUௐZDVௐIRXQGHGௐLQௐ
ௐDVௐDQௐLQGHSHQGHQWௐFRPSDQ\ௐPDQXIDFWXULQJௐDQGௐGLVWULEXWLQJௐKHDWLQJௐYHQWLODWLQJௐ DQGௐDLUௐFRQGLWLRQLQJௐ
+9$&
ௐV\VWHPVௐDQGௐKDVௐVLQFHௐH[SDQGHGௐWRௐLQFOXGHௐPDQXIDFWXULQJௐFRPPHUFLDOௐUHIULJHUDWLRQௐDQGௐ IRRGVHUYLFHௐHTXLSPHQWௐDQGௐILUHௐDQGௐVHFXULW\ௐWHFKQRORJLHVௐ $VௐRIௐௐLWௐZDVௐDQௐௐELOOLRQௐFRPSDQ\ௐZLWKௐRYHUௐௐHPSOR\HHVௐVHUYLQJௐFXVWRPHUVௐLQௐௐFRXQWULHVௐRQௐVL[ௐ FRQWLQHQWVௐௐ&DUULHU
Vௐ0RRG\ௐUDWLQJௐLVௐ%DDௐDQGௐWKHௐRXWORRNௐLVௐVWDEOHௐ&DUULHU Vௐ%DDௐVHQLRUௐXQVHFXUHGௐUDWLQJௐUHIOHFWVௐ
LWVௐORQJHVWDEOLVKHGௐOHDGHUVKLSௐSRVLWLRQௐLQௐWKHௐJOREDOௐHTXLSPHQWௐLQGXVWU\ௐ&DUULHU VௐVLJQLILFDQWௐVFDOHௐSRVLWLRQVௐLWௐDVௐRQHௐ
RIௐWKHௐODUJHVWௐFRPSHWLWRUVௐLQௐWKHௐVHFWRUௐ7KHௐEXVLQHVVௐLVௐH[SRVHGௐWRௐF\FOLFDOLW\ௐZLWKௐDERXWௐௐRIௐUHYHQXHௐGHULYHGௐ IURPௐQHZௐHTXLSPHQWௐVDOHVௐ7KHௐUDWLQJVௐFRQVLGHUௐVL]HDEOHௐGHEWௐOHYHOVௐDQGௐKLJKௐILQDQFLDOௐOHYHUDJHௐIROORZLQJௐWKHௐVSLQRIIௐ IURPௐ8QLWHGௐ7HFKQRORJLHVௐ&RUSRUDWLRQௐLQௐHDUO\ௐௐ
5HIHUௐWRௐDQQXDOௐUHSRUWௐIRUௐIXOOௐILQDQFLDOௐVWDWHPHQWV

 :KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐVROXWLRQVௐWKDWௐ\RXௐDUHௐ SURSRVLQJ"
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐPDUNHWௐVKDUHௐ LQIRUPDWLRQௐLVௐFRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐLQVWDOODWLRQ   :KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐVROXWLRQVௐWKDWௐ\RX ௐ DUHௐSURSRVLQJ"
1$ 
 +DVௐ\RXUௐEXVLQHVVௐHYHUௐSHWLWLRQHGௐIRUௐEDQNUXSWF\ௐSURWHFWLRQ"ௐ ,Iௐ VRௐH[SODLQௐLQௐGHWDLO
1R 
 +RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHG
ௐLVௐLWௐDௐPDQXIDFWXUHU ௐ
DௐGLVWULEXWRUGHDOHUUHVHOOHUௐRUௐDௐVHUYLFHௐSURYLGHU"ௐௐ$QVZHUௐ ZKLFKHYHUௐTXHVWLRQௐ
HLWKHUௐD
ௐRUௐE
ௐMXVWௐEHORZ
ௐEHVWௐDSSOLHVௐWRௐ
\RXUௐRUJDQL]DWLRQ
D
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐ
RUௐVLPLODUௐHQWLW\
ௐSURYLGHௐ\RXUௐZULWWHQௐ
DXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐ PDQXIDFWXUHUௐRIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ
DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐLQGHSHQGHQWௐRUௐFRPSDQ\ௐ RZQHG"
E
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐPDQXIDFWXUHUௐRUௐ VHUYLFHௐSURYLGHUௐGHVFULEHௐ\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐ VHUYLFHௐIRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐGHOLYHULQJௐWKHௐ SURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ$UHௐWKHVHௐ
LQGLYLGXDOVௐ\RXUௐHPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐSDUW\" 0DQXIDFWXUHUௐDQGௐVHUYLFHௐSURYLGHU
D
ௐ1$
E
ௐ&DUULHUௐ&RPPHUFLDOௐ6HUYLFHௐVHOIௐSHUIRUPVௐPRVWௐZRUNௐRUௐZLOOௐVHUYHௐDVௐDௐJHQHUDOௐLIௐVSHFLDOW\ௐVXEFRQWUDFWRUVௐDUHௐ QHHGHGௐRQௐDௐSURMHFWௐௐ&DUULHUௐKDVௐ

ௐVHUYLFHௐRIILFHVௐWKURXJKRXWௐ1RUWKௐ$PHULFDௐDQGௐPD\ௐSURFXUHௐSURGXFWௐRUௐ PDWHULDOVௐWKURXJKௐRXUௐFRUSRUDWHௐRZQHGௐZDUHKRXVHVௐRUௐWKURXJKௐORFDOௐGLVWULEXWLRQௐFHQWHUV 
 ,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐRXWOLQLQJௐWKHௐ OLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐDUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐ DQGௐDFWXDOO\ௐKHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ
LQFOXGLQJௐWKLUGௐSDUWLHVௐ
DQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH
ௐLQௐSXUVXLWௐRIௐWKHௐEXVLQHVVௐ
FRQWHPSODWHGௐE\ௐWKLVௐ5)3
&DUULHUௐLVௐVXEMHFWௐWRௐYDULRXVௐUHJLVWUDWLRQௐDQGௐOLFHQVLQJௐUHTXLUHPHQWVௐLQௐWKHௐVWDWHVௐDQGௐORFDOௐMXULVGLFWLRQVௐZKHUHௐLWௐGRHVௐ EXVLQHVVௐDQGௐKDVௐKXQGUHGVௐRIௐOLFHQVHVௐLQௐSODFHௐLQௐWKHௐ8QLWHGௐ6W DWHVௐDQGௐ&DQDGD

 3URYLGHௐDOOௐ³6XVSHQVLRQௐRUௐ'HEDUPHQW´ௐLQIRUPDWLRQௐWKDWௐKDVௐ DSSOLHGௐWRௐ\RXUௐRUJDQL]DWLRQௐGXULQJௐWKHௐSDVWௐWHQௐ\HDUV 1$ 
Bid Number: RFP 070121 Vendor Name: Carrier Global Corp 








 



 



7DEOH
,QGXVWU\5HFRJQLWLRQ 0DUNHWSODFH6XFFHVV
/LQH,WHP 4XHVWLRQ 5HVSRQVH
 'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐUHFRJQLWLRQௐWKDWௐ\RX Uௐ FRPSDQ\ௐKDVௐUHFHLYHGௐLQௐWKHௐSDVWௐILYHௐ\HDUV
7KHௐ2SWL&OHDQŒௐ'XDO0RGHௐ$LUௐ6FUXEEHUௐ ௐ1HJDWLYHௐ$LUௐ0DFKLQHௐ&DUULHU¶VௐSLRQHHULQJௐVROXWLRQௐWRௐKHOSௐSURYLGHௐ KHDOWKLHUௐLQGRRUௐDLUௐKDVௐEHHQௐFURZQHGௐ$LUௐ&RQGLWLRQLQJௐ,QQRYDWLRQௐRIௐWKHௐ<HDUௐLQௐWKHௐ5$&ௐ&RROLQJௐ,QGXVWU\ௐ$ZDUGVௐ RQHௐRIௐWKHௐ8.¶VௐWRSௐEXLOGLQJௐWHFKQRORJ\ௐDZDUGV
7KHௐUHFRJQLWLRQௐIROORZVௐWKHௐ2SWL&OHDQௐXQLWௐEHLQJௐQDPHGௐRQHௐRIௐ7,0( Vௐௐ%HVWௐ,QYHQWLRQVௐRIௐௐ7KHௐSURGXFWௐ
FXUUHQWO\ௐDYDLODEOHௐLQௐ1RUWKௐ$PHULFDௐDQGௐ$VLDௐLVௐH[SHFWHGௐWRௐODXQFKௐLQௐ(XURSHௐWKLVௐ\HDUௐ&DUULHUௐLVௐSDUWௐRIௐ&DUULHUௐ *OREDOௐ&RUSRUDWLRQௐ
1<6(
ௐ&$55
ௐDௐOHDGLQJௐJOREDOௐSURYLGHUௐRIௐKHDOWK\ௐVDIHௐDQGௐVXVWDLQDEOHௐEXLOGLQJௐDQGௐFROGௐ FKDLQௐVROXWLRQV
$VௐDQௐDLUௐVFUXEEHUௐWKHௐ2SWL&OHDQௐXQLWௐFDQௐLPSURYHௐWKHௐLQGRRUௐDLUௐTXDOLW\ௐRIௐFODVVURRPVௐUHVWDXUDQWVௐGHQWDOௐRIILFHVௐ FRPPHUFLDOௐEXLOGLQJVௐDQGௐPRUHௐE\ௐSXOOLQJௐLQௐDLUௐVFUXEELQJௐLWௐXVLQJௐDௐ+(3$ௐILOWHUௐDQGௐWKHQௐH[KDXVWLQJௐFOHDQHUௐDLUௐ EDFNௐLQWRௐWKHௐURRPௐ,WௐKDVௐDௐIRRWSULQWௐRIௐOHVVௐWKDQௐWKUHHௐVTXDUHௐIHHWௐDQGௐFDQௐSOXJௐLQWRௐDௐVWDQGDUGௐZDOOௐRXWOHW 

:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐJRYHUQPHQWDOௐVHFWRUௐ LQௐWKHௐSDVWௐWKUHHௐ\HDUV
&DUULHUௐ&RUSRUDWLRQௐLVௐDௐ
ௐELOOLRQௐGROODUௐJOREDOௐHQWLW\ௐௐ/HVVௐWKDWௐௐRIௐWKRVHௐVDOHVௐZHUHௐUHFRJQL]HGௐIURPௐWKHௐ JRYHUQPHQWௐVHFWRU 
 :KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐHGXFDWLRQௐVHFWRUௐLQௐ WKHௐSDVWௐWKUHHௐ\HDUV
&DUULHUௐ&RUSRUDWLRQௐLVௐDௐ
ௐELOOLRQௐGROODUௐJOREDOௐHQWLW\ௐௐ/HVVௐWKDWௐௐRIௐWKRVHௐVDOHVௐZHUHௐUHFRJQL]HGௐIURPௐWKHௐ HGXFDWLRQௐVHFWRU 
 /LVWௐDQ\ௐVWDWHௐSURYLQFLDOௐRUௐFRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDF WVௐ WKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐHDFKௐRIௐ WKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ\HDUV"
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐPDUNHWௐVKDUHௐ LQIRUPDWLRQௐLVௐFRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐLQVWDOODWLRQ   /LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐDQGௐ6XSSO\ௐ $UUDQJHPHQWVௐ
626$
ௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐ
YROXPHௐIRUௐHDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ\HDUV" &DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐPDUNHWௐVKDUHௐ LQIRUPDWLRQௐLVௐFRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐLQVWDOODWLRQ  7DEOH
5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP 6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV (QWLW\1DPH
&RQWDFW1DPH
3KRQH1XPEHU
&RXQW\ௐRIௐ3DVVDLF 6WHY Hௐ2UVLQL 
 
0RXQWௐ2OLYHௐ%RDUGௐRIௐ(GXFDWLRQ * OHQQௐ0LOOHU
ௐ
ௐ[ 
5XWJHUVௐ8QLYHUVLW\ *OHQௐ9OLHW ௐ 
7DEOH
7RS)LYH*RYHUQPHQWRU(GXFDWLRQ&XVWRPHUV
/LQH,WHP 3URYLGHDOLVWRI\RXUWRSILYHJRYHUQPHQWHGXFDWLRQRUQRQSURILWFXVWRPHUV HQWLW\QDPHLVRSWLRQDO
LQFOXGLQJHQWLW\W\SHWKHVWDWHRUSURYLQFHWKHHQWLW\LVORFDWHGLQ VFRSHRIWKHSURMHFW
V
VL]HRIWUDQVDFWLRQ
V
DQGGROODUYROXPHVIURPWKHSDVWWKUHH\HDUV
(QWLW\1DPH (QWLW\7\SH 
6WDWH3URYLQFH
6FRSHRI:RUN
6L]HRI7UDQVDFWLRQV
'ROODU9ROXPH3DVW7KUHH<HDUV
+RXVWRQௐ,QGHSHQGHQWௐ
6FKRROௐ'LVWULFW
(GXFDWLRQ 7H[DV7; +9$&ௐSUHYHQWLYHௐPDLQWHQDQFHௐUHWURILWVௐ UHSDLUVௐHQHUJ\ௐVDYLQJௐXSJUDGHV
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ

5HGRQGRௐ%HDFKௐ
6FKRROௐ'LVWULFW
(GXFDWLRQ &DOLIRUQLD&$ +9$&ௐF DSLWDOௐFKLOOHUௐLQVWDOODWLRQVௐDQGௐUHWURILWVௐ WRௐLQFOXGHௐERLOHUVௐDLUௐKDQGOHUVௐDQGௐFRQWUROVௐ
V\VWHPV
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ

%,50,1*+$0ௐ
%2$5'ௐ2)ௐ
('8&$7,21
(GXFDWLRQ $ODEDPD$/ +9$&ௐSUHY HQWLYHௐPDLQWHQDQFHௐUHWURILWVௐ UHSDLUVௐHQHUJ\ௐVDYLQJௐXSJUDGHV
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ

(ONௐ*URYHௐ6FKRROௐ
'LVWULFW
(GXFDWLRQ &DOLIRUQLD&$ 6XSSO\ௐ+ 9$&ௐHTXLSPHQWௐSHUIRUPௐVWDUWXSௐDQGௐ ZDUUDQW\ௐUHSDLUV
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ

8QLYHUVLW\ௐRIௐ&HQWUDOௐ
)ORULGD
(GXFDWLRQ )ORULGD)/ +9$&ௐFDSLWDOௐFKLOOHUௐLQVWDOODWLRQVௐDQGௐUHW URILWVௐ WRௐLQFOXGHௐERLOHUVௐURRIௐWRSௐXQLWVௐDQGௐFRQWUROVௐ
V\VWHPV
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ
&DUULHUௐLVௐDௐOHDGLQJௐPDQXIDFWXUHUௐRIௐ
+9$&ௐHTXLSPHQWௐLQௐERWKௐ1RUWKௐ
$PHULFDௐDQGௐJOREDOO\ௐௐ6SHFLILFௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐLVௐ
FRQILGHQWLDOௐ3OHDVHௐUHIHUௐWRௐRXUௐ
ZHEVLWHௐIRUௐ+9$&ௐDSSOLFDWLRQVௐDQGௐ
LQVWDOODWLRQ

Bid Number: RFP 070121 Vendor Name: Carrier Global Corp 








 



 



7DEOH
$ELOLW\WR6HOODQG'HOLYHU6HUYLFH
'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH<RXUUHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKH IROORZLQJDUHDV
ORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHURIZRUNHUV IXOOWLPHHTXLYDOHQWV
LQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFW HPSOR\HHV
RUHPSOR\HHVRIDWKLUGSDUW\
DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 6DOHVௐIRUFH ,Qௐ1RUWKௐ$PHULFDௐ&DUULHUௐ&RPPHUFLDOௐ6HUYLFHௐLVௐJ HRJUDSKLFDOO\ௐPDQDJHGௐWKURXJKௐWKHௐ6HUYLFHௐ&HQWHUௐRIௐ([FHOOHQFHௐLQௐ &KDUORWWHௐ1&ௐௐ7KLVௐFHQWUDOL]HGௐORFDWLRQௐZRUNVௐZLWKௐ

ௐILHOGௐRIILFHVௐWKDWௐFRYHUௐWKHௐHQWLUHௐFRQWLQHQWDOௐ8QLWHGௐ6WDWHVௐ +DZDLLௐDQGௐ&DQDGD

 'HDOHUௐQHWZRUNௐRUௐRWKHUௐGLVWULEXWLRQௐPHWKRGV &DUULHUௐKDVௐERWK ௐFRPSDQ\ௐRZQHGௐGLUHFWௐVDOHVௐRIILFHVௐLQGHSHQGHQWௐGLVWULEXWRUVௐDQGௐMRLQWௐYHQWXUHௐGLVWULEXWRUVௐௐ,Qௐ0D\ௐ 

ௐ&DUULHUௐDQGௐ:DWVFRௐ,QFௐIRUPHGௐDௐMRLQWௐYHQWXUHௐWRௐGLVWULEXWHௐ&DUULHUௐ%U\DQWௐ3D\QHௐHTXLSPHQWௐDQGௐ7RWDOLQHௐSDUWVௐௐ 7KHௐQHZௐQDPHௐIRUௐWKLVௐGLVWULEXWLRQௐQHWZRUNௐLVௐ&DUULHUௐ(QWHUSULVHVௐௐ7KHVHௐGLVWULEXWRUVௐZHUHௐSUHYLRXVO\ௐRZQHGௐௐE\ௐ &DUULHU

 6HUYLFHௐIRUFH &RPPHUFLDOௐ6HUYLFHௐHPSOR\VௐRYHUௐௐPDQDJHPHQ WௐSURIHVVLRQDOௐFOHULFDOௐSHUVRQQHOௐVHUYLFHௐWHFKQLFLDQVௐDQGௐWHFKQLFDOௐ HQJLQHHUVௐௐ:HௐKDYHௐRYHUௐௐPLOOLRQௐPDQKRXUVௐRIௐVHUYLFHௐH[SHULHQFHௐௐ6HUYLFHௐWHFKQLFLDQVௐEHORQJௐWRௐORFDOௐSLSHILWWHUVௐ XQLRQVௐ
RSWLRQDOௐLQௐULJKWWRZRUNௐVWDWHV
ௐZKLFKௐDUHௐSDUWௐRIௐWKHௐ8QLWHGௐ$VVRFLDWLRQௐRIௐ3OXPEHUVௐDQGௐ6WHDPILWWHUV 
 'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐSURFHGXUHௐRIௐ\RXUௐ FXVWRPHUௐVHUYLFHௐSURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐFRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐ LQFHQWLYHVௐWKDWௐKHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐVHUYLFHௐ JRDOVௐRUௐSURPLVHV
:KHQௐ\RXௐSDUWQHUௐZLWKௐ&DUULHUௐ\RXௐZLOOௐZRUNௐZLWKௐDௐVLQJOHௐVRXUFHௐGHGLFDWHGௐ6HUYLFHௐ$FFRXQWௐ7HDPௐWKDWௐZLOOௐSURYLGHௐ ௐGHJUHHVௐRIௐFRPSUHKHQVLYHௐVROXWLRQVௐௐௐ&DUULHUௐZLOOௐZRUNௐZLWKௐRXUௐFOLHQWௐWRௐGHYHORSௐDௐVPDUWௐHIIHFWLYHௐDQGௐ FXVWRPL]HGௐSODQௐGHVLJQHGௐWRௐGHOLYHUௐWKHௐPRVWௐYDOXHௐIRUௐWKHௐHTXLSPHQWௐDQGௐIDFLOLW\ௐௐ6HUYLFHௐRSWLRQVௐDUHௐPDWFKHGௐWRௐ \RXUௐUHTXLUHGௐOHYHOௐRIௐFRYHUDJH
ௐIURPௐLQVSHFWLRQVௐDQGௐDQQXDOௐPDLQWHQDQFHௐWRௐSODQQHGௐDQGௐIXOOௐPDLQWHQDQFHௐRSWLRQVௐ :KHQௐLWௐFRPHVௐWRௐSUHGLFWLYHௐPDLQWHQDQFHௐVHUYLFHVௐ&DUULHUௐLVௐSURDFWLYHௐNHHSLQJௐ\RXUௐHTXLSPHQWௐDWௐLWVௐRSHUDWLQJௐSHDNௐ SHUIRUPDQFHௐௐ,QGHSWKௐDQDO\VLVௐZLWKௐRXUௐSURSULHWDU\ௐGLDJQRVWLFௐWRROVௐLQFUHDVHVௐUHOLDELOLW\ௐDQGௐPLQLPL]HVௐGRZQWLPHௐௐ &DUULHUௐ&RPPHUFLDOௐ6HUYLFHௐZLOOௐQRWLI\ௐ\RXௐRIௐDQ\ௐSRWHQWLDOௐLVVXHVௐORQJௐEHIRUHௐ\RXௐUHDOL]HௐWKHUHௐLVௐDௐSUREOHPௐௐ,QௐWKHௐ HYHQWௐRIௐDQௐHPHUJHQF\ௐRXWDJHௐ&DUULHU
VௐUHVSRQVHௐWLPHௐWRௐWHFKௐRQௐVLWHௐLVௐW\SLFDOO\ௐௐKRXUVௐ)RUௐURXWLQHௐFDOOVௐWKHௐ UHVSRQVHௐWLPHௐLVௐJHQHUDOO\ௐௐKRXUV


'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐSURYLGHௐ\RXUௐ
SURGXFWVௐDQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ WKHௐ8QLWHGௐ6WDWHV
&DUULHUௐ&RUSRUDWLRQௐLVௐDௐSURXGௐLQFXPEHQWௐSURYLGHUௐWRௐ6RXUFHZHOOௐௐ&DUULHUௐZLOOௐFRQWLQXHௐWRௐUHVSRQGௐWRௐUHTXHVWVௐIURPௐ FXUUHQWௐDQGௐSURVSHFWLYHௐPHPEHUVௐRIௐWKHௐ6RXUFHZHOOௐSURJUDP   'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐSURYLGHௐ\RXUௐ SURGXFWVௐDQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ &DQDGD
&DUULHUௐ&RPPHUFLDOௐ6HUYLFHௐLQௐ&DQDGDௐFXUUHQWO\ௐSURYLGHVௐVHUYLFHVௐWRௐJRYHUQPHQWDOௐIDFLOLWLHVௐௐ2XUௐ&DQDGDௐWHDPௐZLOOௐ UHVSRQGௐDFFRUGLQJO\ௐWRௐDOOௐUHTXHVWVௐIRUௐ6RXUFHZHOOௐVHUYLFHV   ,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐRUௐ &DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐVHUYLQJௐWKURXJKௐWKHௐ
SURSRVHGௐFRQWUDFW
&DUULHUௐKDVௐRYHUௐ
ௐGLVSDWFKௐSRLQWVௐRSHUDWLQJௐRXWௐRIௐ

ௐVHUYLFHௐRIILFHVௐLQௐWKHௐ86ௐDQGௐ&DQDGDௐௐௐ&DUULHUௐ&RPPHUFLDOௐ 6HUYLFHௐSURYLGHVௐVHUYLFHVௐWRௐDOOௐUHJLRQVௐRIௐWKHௐ86ௐH[FHSWௐ$ODVND   ,GHQWLI\ௐDQ\ௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐVHFWRUVௐ LHௐ
JRYHUQPHQWௐHGXFDWLRQௐQRWIRUSURILW
ௐWKDWௐ\RXௐZLOOௐ127ௐEHௐ
IXOO\ௐVHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐFRQWUDFWௐ([SODLQௐLQௐGHWDLOௐ )RUௐH[DPSOHௐGRHVௐ\RXUௐFRPSDQ\ௐKDYHௐRQO\ௐDௐUHJLRQDOௐ
SUHVHQFHௐRUௐGRௐRWKHUௐFRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐOLPLWௐ \RXUௐDELOLW\ௐWRௐSURPRWHௐDQRWKHUௐFRQWUDFW"
&DUULHUௐFDQௐDQGௐZLOOௐVHUYLFHௐDOOௐVHFWRUVௐWKURXJKRXWௐWKHௐ86ௐDQGௐ&DQDGDௐ H[FHSWௐ$ODVND
ௐYLDௐWKHௐ6RXUFHZHOOௐSURJUDP

 'HILQHௐDQ\ௐVSHFLILFௐFRQWUDFWௐUHTXLUHPHQWVௐRUௐUHVWULFWLRQVௐWKD Wௐ ZRXOGௐDSSO\ௐWRௐRXUௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ $ODVNDௐDQGௐLQௐ86ௐ7HUULWRULHV
&DUULHUௐ&RPPHUFLDOௐ6HUYLFHௐSURYLGHVௐVHUYLFHVௐWRௐDOOௐUHJLRQVௐRIௐWKHௐ86ௐDQGௐ&DQDGDௐWRௐLQFOXGHௐ+DZDLLௐௐ&DUULHUௐGRHVௐ QRWௐVHUYLFHௐ$ODVND 
7DEOH
0DUNHWLQJ3ODQ
/LQH,WHP 4XHVWLRQ 5HVSRQVH
 'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐSURPRWLQJௐWKLVௐ FRQWUDFWௐRSSRUWXQLW\ௐௐ8SORDGௐUHSUHVHQWDWLYHௐVDPSOHVௐ
RIௐ\RXUௐPDUNHWLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
&DUULHUௐVHQGVௐTXDUWHUO\ௐDQGௐDQQXDOௐHPDLOௐFRUUHVSRQGHQFHௐWRௐFXVWRPHUVௐDVVRFLDWHGௐZLWKௐWKHVHௐPDUNHWVௐ,QௐDGGLWLRQௐWRௐRXUௐ HPDLOௐPDUNHWLQJௐFDPSDLJQௐ&DUULHUௐDQQXDOO\ௐDWWHQGVௐDQGௐSDUWLFLSDWHVௐLQௐWKHௐ1,*3ௐ)RUXPௐDQGௐWUDGHௐVKRZௐௐௐ&DUULHUௐORRNVௐ IRUZDUGௐWRௐSDUWQHULQJௐZLWKௐ6RXUFHZHOOௐLQௐDௐVWUDWHJLFௐௐUHODWLRQVKLSௐDWௐWKHௐVKRZௐ([DPSOHVௐRIௐ&DUULHU¶VௐPDUNHWLQJௐPDWHULDOVௐIRUௐ PDUNHWௐVROXWLRQVௐPD\ௐEHௐIRXQGௐDWௐZZZFDUULHUFRPௐௐ,QFOXGHGௐZLWKௐWKHௐVXEPLVVLRQௐSDFNDJHௐLVௐ&DUULHUௐ6WUDWHJLFௐ$FFRXQWVௐ 0DUNHWLQJௐEURFKXUH

 'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐGLJLWDOௐGDWDௐ

HJௐVRFLDOௐPHGLDௐPHWDGDWDௐXVDJH
ௐWRௐHQKDQFHௐ
PDUNHWLQJௐHIIHFWLYHQHVV
&DUULHU¶VௐZHEௐVLWHௐZZZFDUULHUFRPௐLVௐDQௐHIIHFWLYHௐSODWIRUPௐIRUௐFRPPXQLFDWLQJௐRXUௐRIIHULQJVௐWRௐWKHௐJHQHUDOௐSXEOLFௐDQGௐ SURVSHFWLYHௐFOLHQWVௐDOLNHௐௐௐ7KHௐVLWHௐDOORZVௐXVௐWRௐVKRZFDVHௐSURGXFWVௐDQGௐVHUYLFHVௐVXVWDLQDEOHௐEXLOGLQJௐVROXWLRQVௐDQGௐQHZO\ௐ GHYHORSHGௐLQQRYDWLRQVௐ&DUULHUௐLVௐDOVRௐDFWLYHௐLQௐ/LQNHGLQௐDQGௐ7ZLWWHUௐDVௐDௐPHDQVௐRIௐFRPPXQLFDWLQJௐFXUUHQWௐQHZVௐDQGௐGXULQJௐ WLPHVௐRIௐHPHUJHQF\ௐWRௐDOHUWௐRXUௐFXVWRPHUVௐRIௐRXUௐWHPSRUDU\ௐVROXWLRQVௐIRUௐKHDWLQJௐFRROLQJௐDQGௐSRZHUௐVXSSO\ 
 ,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐLQௐSURPRWLQJௐ FRQWUDFWVௐDULVLQJௐRXWௐRIௐWKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐ
LQWHJUDWHௐDௐ6RXUFHZHOODZDUGHGௐFRQWUDFWௐLQWRௐ\RXUௐ
VDOHVௐSURFHVV"
&DUULHUௐZLOOௐHQFRXUDJHௐ6RXUFHZHOOௐWRௐIDFLOLWDWHௐLQWURGXFWLRQVௐRQௐEHKDOIௐRIௐ&DUULHUௐZLWKௐSDUWLHVௐWKDWௐUHSUHVHQWௐDௐPDWFKௐWRௐRXUௐ VHUYLFHௐRIIHULQJVௐௐௐ7KHௐPDVWHUௐVHUYLFHVௐDJUHHPHQWௐZLOOௐEHௐLQWURGXFHGௐWRௐWKHௐQDWLRQDOௐVDOHVௐWHDPௐGXULQJௐWKHௐDZDUGௐUROORXWௐDQGௐ ZLOOௐEHௐDFFHVVLEOHௐWRௐDOOௐVHUYLFHௐSHUVRQQHOௐRQௐRXUௐLQWHUQDOௐ1DWLRQDOௐ$FFRXQWVௐZHEௐVLWH   $UHௐ\RXUௐSURGXFWVௐRUௐVHUYLFHVௐDYDLODEOHௐWKURXJKௐDQௐH SURFXUHPHQWௐRUGHULQJௐSURFHVV"ௐ,IௐVRௐGHVFULEHௐ\RXUௐH
SURFXUHPHQWௐV\VWHPௐDQGௐKRZௐJRYHUQPHQWDOௐDQGௐ
HGXFDWLRQDOௐFXVWRPHUVௐKDYHௐXVHGௐLW
1$

Bid Number: RFP 070121 Vendor Name: Carrier Global Corp 








 



 



7DEOH
9DOXH$GGHG$WWULEXWHV
/LQH,WHP 4XHVWLRQ 5HVSRQVH
 'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐPDLQWHQDQFHௐ
RUௐRSHUDWRUௐWUDLQLQJௐSURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ,QFOXGHௐGHWDLOVௐ
VXFKௐDVௐZKHWKHUௐWUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ
ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐFRVWVௐWKDWௐDSSO\
$WௐWKHௐFXVWRPHUVௐRSWLRQௐ&DUULHUௐPD\ௐSURYLGHௐHTXLSPHQWௐRSHUDWLRQௐWUDLQLQJௐDWௐWKHௐFXVWRPHU¶VௐIDFLOLW\ௐ7KLVௐWUDLQLQJௐJHQHUDOO\ௐODVWVௐ VHYHUDOௐௐKRXUVௐLQௐGXUDWLRQௐDQGௐHQFRPSDVVHVௐXQLWௐRSHUDWLRQௐZHHNO\ௐURXWLQHௐRSHUDWLRQVௐFKHFNVௐDQGௐPLQRUௐWURXEOHVKRRWLQJௐௐ,Qௐ DGGLWLRQௐWKHௐFXVWRPHUௐPD\ௐDWWHQGௐIDFWRU\ௐWUDLQLQJௐDWௐWKHௐ6HUYLFHௐ&HQWHUௐRIௐ([FHOOHQFHௐLQௐ&KDUORWWHௐ1&  
'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐDGYDQFHVௐWKDWௐ\RXUௐ
SURSRVHGௐSURGXFWVௐRUௐVHUYLFHVௐRIIHU
&DUULHUŠௐ60$57ௐ6HUYLFHௐLVௐDௐG\QDPLFௐSURDFWLYHௐVWUDWHJ\ௐIRUௐHQKDQFHGௐHTXLSPHQWௐDQGௐV\VWHPௐPDQDJHPHQWௐ7KURXJKௐWKHௐ LGHQWLILFDWLRQௐDQGௐDQDO\VLVௐRIௐFKLOOHUௐDQGௐV\VWHPௐRSHUDWLQJ WUHQGVௐPRUHௐLQIRUPHGௐGHFLVLRQVௐFDQௐQRZௐEHௐPDGHௐUHODWLYHௐWRௐPHHWLQJௐFRPIRUWௐGHPDQGVௐLPSOHPHQWLQJௐVHUYLFHௐPDLQWHQDQFHௐRUௐ UHSDLUௐHYHQWVௐDQGௐLPSURYLQJௐDௐEXLOGLQJ¶VௐILQDQFLDOௐSHUIRUPDQFHௐ7KHௐEHQHILWVௐLQFOXGHௐLQVLJKWௐLQWRௐFKLOOHUௐRSHUDWLRQௐDQGௐWUHQGVௐ HDUO\ௐLQGLFDWLRQௐRIௐHTXLSPHQWௐSUREOHPVௐPD[LPXPௐRSHUDWLQJௐHIILFLHQF\ௐPLWLJDWLQJௐULVNVௐE\ௐLGHQWLI\LQJௐDQGௐFRUUHFWLQJௐPLQRUௐ SUREOHPVௐEHIRUHௐWKH\ௐOHDGௐWRௐH[SHQVLYHௐUHSDLUV

 'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐWKDWௐUHODWHௐWRௐ
\RXUௐFRPSDQ\ௐRUௐWRௐ\RXUௐSURGXFWVௐRUௐVHUYLFHVௐ
DQGௐLQFOXGHௐDௐOLVWௐRIௐWKHௐFHUWLI\LQJௐDJHQF\ௐIRUௐ
HDFK
2QHௐRIௐWKHௐ86ௐ*RYHUQPHQW
VௐWHVWLQJௐDJHQFLHVௐUHFHQWO\ௐIRXQGௐWKDWௐ&DUULHU¶VௐௐYDULDEOHVSHHGௐVFUHZௐFKLOOHUௐFRQVXPHGௐOHVVௐHQHUJ\ௐ DQGௐRIIHUHGௐDௐJUHDWHUௐUDQJHௐRIௐRSHUDWLQJௐFRQGLWLRQVௐWKDQௐDOWHUQDWLYHௐZDWHUFRROHGௐFKLOOHUௐWHFKQRORJ\ௐ2YHUVHHQௐE\ௐWKHௐ*HQHUDOௐ 6HUYLFHVௐ$GPLQLVWUDWLRQௐWKHௐ*UHHQௐ3URYLQJௐ*URXQGௐSURJUDPௐDSSRLQWHGௐ2DNௐ5LGJHௐ1DWLRQDOௐ/DERUDWRU\ௐWRௐSHUIRUPௐUHDOZRUOGௐ WHVWLQJௐRIௐWZRௐFKLOOHUV
ௐRQHௐZLWKௐYDULDEOHVSHHGௐVFUHZௐWHFKQRORJ\ௐDQGௐWKHௐRWKHUௐZLWKௐPDJOHYௐFHQWULIXJDOௐWHFKQRORJ\ௐ7KHௐILQGLQJVௐ VKRZHGௐYDULDEOHVSHHGௐVFUHZௐWHFKQRORJ\ௐOLNHௐWKDWௐLQௐ&DUULHU Vௐ$TXD(GJHŠௐ;59ௐZDWHUFRROHGௐFKLOOHUௐZDVௐPRUHௐHIILFLHQWௐPRUHௐ YHUVDWLOHௐDQGௐUHTXLUHGௐOHVVௐPDLQWHQDQFHௐWKDQௐWKHௐPDJOHYௐFHQWULIXJDOௐDQGௐDWௐDௐORZHUௐLQVWDOOHGௐFRVWௐ:KHQௐFRPSDUHGௐDFURVVௐDௐ EURDGௐUDQJHௐRIௐRSHUDWLQJௐFRQGLWLRQVௐWKHௐYDULDEOHVSHHGௐVFUHZௐFKLOOHUௐFRQVXPHGௐௐSHUFHQWௐOHVVௐHQHUJ\ௐWKDQௐWKHௐPDJOHYௐ FHQWULIXJDOௐFKLOOHUௐ%DVHGௐRQௐWKHௐGDWDௐWKHௐYDULDEOHVSHHGௐVFUHZௐFKLOOHUௐDOVRௐKDVௐDQௐHTXLSPHQWௐSULFHௐWKDWௐLVௐPRUHௐWKDQௐௐ SHUFHQWௐORZHUௐWKDQௐWKHௐPDJOHYௐFHQWULIXJDOௐFKLOOHUௐZLWKௐWKHௐVDPHௐFRROLQJௐFDSDFLW\ 
 ,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFRODEHOVௐUDWLQJVௐ RUௐFHUWLILFDWLRQVௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐ
IRUௐWKHௐHTXLSPHQWௐRUௐSURGXFWVௐLQFOXGHGௐLQௐ\RXUௐ
3URSRVDOௐUHODWHGௐWRௐHQHUJ\ௐHIILFLHQF\ௐRUௐ
FRQVHUYDWLRQௐOLIHF\FOHௐGHVLJQௐ
FUDGOHWRFUDGOH
ௐ
RUௐRWKHUௐJUHHQVXVWDLQDELOLW\ௐIDFWRUV
:LWKௐ:HDWKHUௐ6HULHVௐ5RRIWRSௐ8QLWVௐIHDWXULQJௐ(FR%OXHŒௐ7HFKQRORJ\ௐ&DUULHUௐLVௐSURYLQJௐWKDWௐQRWௐDOOௐURRIWRSVௐDUHௐFUHDWHGௐHTXDOௐ (FR%OXHŒௐ7HFKQRORJ\ௐLQFOXGHVௐDௐPRUHௐFRPSDFWௐYDQHௐD[LDOௐIDQௐZKLFKௐLVௐDQௐLQGXVWU\ௐILUVWௐIRUௐSDFNDJHGௐURRIWRSௐXQLWVௐDORQJௐZLWKௐ DௐVLPSOLILHGௐGHVLJQௐWKDWௐKHOSVௐORZHUௐLQVWDOODWLRQௐDQGௐPDLQWHQDQFHௐFRVWVௐ7XUQௐWRௐWKHௐH[SHUWVௐWRGD\ௐWRௐOHDUQௐPRUHௐDQGௐVHHௐKRZௐ ZH
YHௐSXWௐDௐZKROHௐQHZௐVSLQௐRQௐURRIWRSVௐௐ6LOYHUௐDZDUGௐZLQQHUௐRIௐ&RQVXOWLQJௐௐ6SHFLI\LQJௐ(QJLQHHUௐ ௐ3URGXFWௐRIௐWKHௐ<HDU 
 'HVFULEHௐDQ\ௐ:RPHQௐRUௐ0LQRULW\ௐ%XVLQHVVௐ
(QWLW\ௐ
:0%(
ௐ6PDOOௐ%XVLQHVVௐ(QWLW\ௐ
6%(
ௐRUௐ
YHWHUDQௐRZQHGௐEXVLQHVVௐFHUWLILFDWLRQVௐWKDWௐ\RXUௐ
FRPSDQ\ௐRUௐKXEௐSDUWQHUVௐKDYHௐREWDLQHGௐ8SORDGௐ
GRFXPHQWDWLRQௐRIௐFHUWLILFDWLRQௐ
DVௐDSSOLFDEOH
ௐLQௐ
WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
&DUULHUௐLVௐDௐSXEOLFO\ௐWUDGHGௐIRUWXQHௐௐFRUSRUDWLRQௐDQGௐLVௐQRWௐPLQRULW\ௐRZQHG 
 :KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐFRPSDQ\ௐ\RXUௐ
SURGXFWVௐRUௐ\RXUௐVHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ\RXUௐ
SURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ\RXUௐLQGXVWU\ௐDVௐLWௐ
DSSOLHVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"
:KHQௐ\RXௐSDUWQHUௐZLWKௐ&DUULHUௐ\RX¶OOௐZRUNௐZLWKௐUHFRJQL]HGௐ+9$&ௐSURIHVVLRQDOVௐ±ௐDOOௐZLWKௐDௐFOHDUௐIRFXVௐRQௐWKHௐLPSRUWDQFHௐRIௐ HYHU\ௐDVSHFWௐRIௐ\RXUௐLQYHVWPHQWௐ2XUௐWHFKQLFLDQVௐDUHௐFHUWLILHGௐDVௐ&DUULHUௐ6SHFLDOLVWVௐRUௐ0DVWHUVௐௐHDFKௐWUDLQHGௐRQௐRXUௐSURGXFWVௐ FXVWRPHUௐVHUYLFHௐDQGௐWKRURXJKO\ௐWHVWHGௐWRௐRXUௐVWDQGDUGVௐ&DUULHU¶Vௐ7HFKௐ&HUWLILFDWLRQௐ3URJUDPௐLVௐWKHௐPRVWௐSURJUHVVLYHௐ OHDUQLQJௐSURJUDPௐLQௐWKHௐLQGXVWU\ௐ$Vௐ&DUULHU¶VௐRZQௐVHUYLFLQJௐHQWLW\ௐZHௐKDYHௐDFFHVVௐWRௐWKHௐODWHVWௐHQJLQHHULQJௐDGYDQFHPHQWVௐDQGௐ WKHௐPRVWௐDGYDQFHGௐWHFKQLFDOௐVHUYLFLQJௐWRROVௐ2XUௐH[SDQVLYHௐ2(0ௐVHUYLFHௐQHWZRUNௐKDVௐVWUDWHJLFDOO\ORFDWHGௐRIILFHVௐLQௐWKHௐ8QLWHGௐ 6WDWHVௐDQGௐ&DQDGDௐ7UDQVODWLRQ
ௐZH¶OOௐEHௐWKHUHௐZKHQHYHUௐ\RXௐQHHGௐXVௐௐௐ(QYLURQPHQWDOௐ+HDOWKௐDQGௐ6DIHW\ௐ (+ 6
ௐLVௐ
URRWHGௐLQௐRXUௐFXOWXUHௐ:HௐVXSSRUWௐDௐPXOWLIDFHWHGௐ(+ 6ௐPDQDJHPHQWௐV\VWHPௐZKLFKௐHQVXUHVௐDௐIRFXVHGௐDSSURDFKௐWRௐVDIHW\ௐHYHU\ௐ GD\ௐ2QௐDOOௐOHYHOVௐZHௐDGKHUHௐWRௐWKHௐPRVWௐVWULQJHQWௐVDIHW\ௐVWDQGDUGVௐZKLFKௐWUDQVODWHௐWRௐVDIHW\ௐRQௐ\RXUௐMREVLWHௐௐ2XUௐ$FKLHYLQJௐ &RPSHWLWLYHௐ([FHOOHQFHௐ
$&(
ௐRSHUDWLQJௐV\VWHPௐEULQJVௐ\RXௐVWDQGDUGL]HGௐVROXWLRQVௐQRௐJXHVVZRUNௐQRௐYDULDEOHVௐ:HௐIRFXVௐRQௐ TXDOLW\ௐHIILFLHQF\ௐDQGௐFRQVLVWHQF\ௐDWௐ\RXUௐMREVLWHௐDQGௐLQௐDOOௐ RXUௐGD\WRGD\ௐEXVLQHVVௐSUDFWLFHV

7DEOH
$
:DUUDQW\
'HVFULEHLQGHWDLO\RXUPDQXIDFWXUHUZDUUDQW\SURJUDPLQFOXGLQ JFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUHDQG RYHUDOOVWUXFWXUH<RXPD\XSORDG UHSUHVHQWDWLYHVDPSOHVRI\RXUZDUUDQW\PDWHULDOV
LIDSSOLFDEO H
LQWKHGRFXPHQWXSORDGVHFWLRQRI\RXUUHVSRQVHLQDGGLWLRQ WRUHVSRQGLQJWRWKHTXHVWLRQVEHORZ /LQH,WHP 4XHVWLRQ 5HVSRQVH
 'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐDOOௐSURGXFWVௐSDUWVௐDQGௐODERU" &DUUL HUௐZDUUDQWVௐWKDWௐDOOௐHTXLSPHQWௐPDQXIDFWXUHGௐE\ௐ&DUULHUௐ&RUSRUDWLRQௐDQGௐDOOௐ&DUULHUௐHTXLSPHQWௐSDUWVௐRUௐ FRPSRQHQWVௐVXSSOLHGௐKHUHXQGHUௐZLOOௐEHௐIUHHௐIURPௐGHIHFWVௐLQௐPDWHULDOௐDQGௐZRUNPDQVKLSௐ&DUULHUௐVKDOOௐDWௐLWVௐ RSWLRQௐUHSDLUௐRUௐUHSODFHௐ)2%ௐSRLQWௐRIௐVDOHௐDQ\ௐHTXLSPHQWௐSDUWௐRUௐFRPSRQHQWௐVROGௐE\ௐ&DUULHUௐDQGௐ GHWHUPLQHGௐWRௐEHௐGHIHFWLYHௐZLWKLQௐRQHௐ

ௐ\HDUௐIURPௐWKHௐGDWHௐRIௐLQLWLDOௐRSHUDWLRQௐRUௐHLJKWHHQௐ

ௐPRQWKVௐ
IURPௐGDWHௐRIௐVKLSPHQWௐZKLFKHYHUௐLVௐHDUOLHUௐ&DUULHUௐGRHVௐQRWௐZDUUDQWௐSURGXFWVௐQRWௐPDQXIDFWXUHGௐE\ௐ&DUULHUௐ &RUSRUDWLRQௐEXWௐLWௐGRHVௐSDVVௐRQௐWRௐ&XVWRPHUௐDQ\ௐDYDLODEOHௐPDQXIDFWXUHU¶VௐZDUUDQW\ௐIRUௐWKRVHௐSURGXFWVௐ &DUULHUௐZDUUDQWVௐWKDWௐDOOௐVHUYLFHௐSURYLGHGௐE\ௐ&DUULHUௐKHUHXQGHUௐVKDOOௐEHௐSHUIRUPHGௐLQௐDௐZRUNPDQOLNHௐ PDQQHUௐ,QௐWKHௐHYHQWௐDQ\ௐVXFKௐVHUYLFHௐLVௐGHWHUPLQHGௐWRௐEHௐGHIHFWLYHௐZLWKLQௐQLQHW\ௐ


ௐGD\VௐRIௐFRPSOHWLRQௐ
RIௐWKDWௐVHUYLFHௐ&DUULHUௐVKDOOௐDWௐLWVௐRSWLRQௐUHSHUIRUPௐRUௐLVVXHௐDௐFUHGLWௐIRUௐVXFKௐVHUYLFHௐ&DUULHU¶VௐREOLJDWLRQௐ WRௐUHSDLUௐRUௐUHSODFHௐDQ\ௐGHIHFWLYHௐHTXLSPHQWௐSDUWVௐRUௐFRPSRQHQWVௐGXULQJௐWKHௐZDUUDQW\ௐSHULRGௐVKDOOௐEHௐ &XVWRPHU¶VௐH[FOXVLYHௐUHPHG\ௐ&DUULHUௐVKDOOௐQRWௐEHௐUHVSRQVLEOHௐIRUௐODERUௐFKDUJHVௐIRUௐUHPRYDOௐRUௐ UHLQVWDOODWLRQௐRIௐGHIHFWLYHௐHTXLSPHQWௐSDUWVௐRUௐFRPSRQHQWVௐIRUௐFKDUJHVௐIRUௐWUDQVSRUWDWLRQௐKDQGOLQJௐDQGௐ VKLSSLQJௐRUௐUHIULJHUDQWௐORVVௐRUௐIRUௐUHSDLUVௐRUௐUHSODFHPHQWௐRIௐVXFKௐHTXLSPHQWௐSDUWVௐRUௐFRPSRQHQWVௐ UHTXLUHGௐDVௐDௐFRQVHTXHQFHௐRIௐIDXOW\ௐLQVWDOODWLRQௐPLVDSSOLFDWLRQௐYDQGDOLVPௐDEXVHௐH[SRVXUHௐWRௐFKHPLFDOVௐ LPSURSHUௐVHUYLFLQJௐXQDXWKRUL]HGௐDOWHUDWLRQௐRUௐLPSURSHUௐRSHUDWLRQௐE\ௐSHUVRQVௐRWKHUௐWKDQௐ&DUULHU 
 'Rௐ\RXUௐZDUUDQWLHVௐLPSRVHௐXVDJHௐUHVWULFWLRQVௐRUௐRWKHUௐOLPLWDW LRQVௐWKDWௐ DGYHUVHO\ௐDIIHFWௐFRYHUDJH"
1R 
 'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐWKHௐH[SHQVHௐRIௐWHFKQLFLDQV¶ௐWUDYHOௐW LPHௐDQGௐ PLOHDJHௐWRௐSHUIRUPௐZDUUDQW\ௐUHSDLUV"
<HV 
 $UHௐWKHUHௐDQ\ௐJHRJUDSKLFௐUHJLRQVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐRUௐ&DQD GDௐ DVௐ

DSSOLFDEOH
ௐIRUௐZKLFKௐ\RXௐFDQQRWௐSURYLGHௐDௐFHUWLILHGௐWHFKQLFLDQௐWRௐ SHUIRUPௐZDUUDQW\ௐUHSDLUV"ௐௐ+RZௐZLOOௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ WKHVHௐUHJLRQVௐEHௐSURYLGHGௐVHUYLFHௐIRUௐZDUUDQW\ௐUHSDLU"
1R

 :LOOௐ\RXௐFRYHUௐZDUUDQW\ௐVHUYLFHௐIRUௐLWHPVௐPDGHௐE\ௐRWKHUௐPDQXI DFWXUHUVௐ WKDWௐDUHௐSDUWௐRIௐ\RXUௐSURSRVDOௐRUௐDUHௐWKHVHௐZDUUDQWLHVௐLVVXHVௐW\SLFDOO\ௐ SDVVHGௐRQௐWRௐWKHௐRULJLQDOௐHTXLSPHQWௐPDQXIDFWXUHU"
&DUULHUௐZLOOௐZDUUDQW\ௐSURGXFWVௐSHUௐWKHௐPDQXIDFWXUHU¶VௐJXLGHOLQHV 

:KDWௐDUHௐ\RXUௐSURSRVHGௐH[FKDQJHௐDQGௐUHWXUQௐSURJUDPVௐDQGௐSROLF LHV" 1RௐLWHPVௐZLOOௐEHௐDFFHSWHGௐIRUௐUHWXUQௐZLWKRXWௐSULRUௐZULWWHQௐ DXWKRUL]DWLRQௐ5HWXUQHGௐJRRGVௐPD\ௐEHௐVXEMHFWௐWRௐ DௐUHVWRFNLQJௐFKDUJHௐ6SHFLDOௐRUGHUௐDQGௐQRQVWRFNௐLWHPVௐFDQQRWௐEHௐUHWXUQHG   'HVFULEHௐDQ\ௐVHUYLFHௐFRQWUDFWௐRSWLRQVௐIRUௐWKHௐLWHPVௐLQFOXGHGௐ LQௐ\RXUௐ SURSRVDO
&DUULHUௐRIIHUVௐLWVௐFXVWRPHUVௐORQJWHUPௐVHUYLFHௐDJUHHPHQWVௐSURYLGLQJௐWKHPௐZLWKௐNQRZOHGJHௐRQௐQHZௐFRVW VDYLQJௐDQGௐHQYLURQPHQWDOௐWHFKQRORJLHVௐSUHYHQWLYHௐPDLQWHQDQFHௐDQGௐUHFRPPHQGDWLRQVௐRQௐFXUUHQWௐFRQWUROVௐ V\VWHPVௐ,QௐDGGLWLRQௐ&DUULHUௐKDVௐDௐXQLTXHௐUHPRWHௐGLDJQRVWLFௐPRQLWRULQJௐWRROௐWKDWௐFDQௐGHWHFWௐSRWHQWLDOௐ VHUYLFHௐSUREOHPVௐEHIRUHௐWKH\ௐRFFXU
&DUULHUௐVHHNVௐWRௐUHGXFHௐWKHௐFOLHQWVௐRSHUDWLQJௐFRVWVௐWKURXJKௐHTXLSPHQWௐRSWLPL]DWLRQௐHTXLSPHQWௐEDVHOLQHௐ DQDO\VLVௐEXLOGLQJௐPDQDJHPHQWௐVROXWLRQVௐHQHUJ\ௐVDYLQJVௐVROXWLRQVௐHTXLSPHQWௐPRGHUQL]DWLRQௐLQFOXGLQJ ௐ
UHWURILWௐDQGௐXSJUDGHVௐDQGௐWXUQNH\ௐUHSODFHPHQWௐVROXWLRQVௐௐ2WKHUௐNH\ௐUHVRXUFHVௐLQFOXGH ௐ)LHOGௐVHUYLFHௐ
HQJLQHHUVௐVWDQGDUGௐZRUNௐLQVWUXFWLRQVௐH[SHGLWHGௐSDUWVௐDYDLODELOLW\ௐDQGௐ&DUULHU52/(ŠௐUHPRWHௐRQOLQHௐH[SHUWV 
Bid Number: RFP 070121 Vendor Name: Carrier Global Corp 








 



 



7DEOH
%
3HUIRUPDQFH6WDQGDUGVRU*XDUDQWHHV
'HVFULEHLQGHWDLO\RXUSHUIRUPDQFHVWDQGDUGVRUJXDUDQWHHVLQFOXGLQJFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUHDQGRYHUDOOVWUXFWXUH<RXPD\XSORDGUHSUHVHQWDWLYH VDPSOHVRI\RXUSHUIRUPDQFHPDWHULDOV
LIDSSOLFDEOH
LQWKHGRFXPHQWXSORDGVHFWLRQRI\RXUUHVSRQVHLQDGGLWLRQWRUHVSRQGLQJWRWKHTXHVWLRQVEHORZ /LQH,WHP 4XHVWLRQ 5HVSRQVH
 'HVFULEHௐDQ\ௐSHUIRUPDQFHௐVWDQGDUGVௐRUௐJXDUDQWHHVௐWKDWௐ DSSO\ௐWRௐ\RXUௐVHUYLFHV
&DUULHUௐZDUUDQWVௐWKDWௐDOOௐHTXLSPHQWௐPDQXIDFWXUHGௐE\ௐ&DUULHUௐ&RUSRUDWLRQௐDQGௐDOOௐ&DUULHUௐHTXLSPHQWௐSDUWVௐRUௐ FRPSRQHQWVௐVXSSOLHGௐKHUHXQGHUௐZLOOௐEHௐIUHHௐIURPௐGHIHFWVௐLQௐPDWHULDOௐDQGௐZRUNPDQVKLSௐ&DUULHUௐVKDOOௐDWௐLWVௐRSWLRQௐ UHSDLUௐRUௐUHSODFHௐ)2%ௐSRLQWௐRIௐVDOHௐDQ\ௐHTXLSPHQWௐSDUWௐRUௐFRPSRQHQWௐVROGௐE\ௐ&DUULHUௐDQGௐGHWHUPLQHGௐWRௐEHௐ GHIHFWLYHௐZLWKLQௐRQHௐ

ௐ\HDUௐIURPௐWKHௐGDWHௐRIௐLQLWLDOௐRSHUDWLRQௐRUௐHLJKWHHQௐ

ௐPRQWKVௐIURPௐGDWHௐRIௐVKLSPHQWௐ
ZKLFKHYHUௐLVௐHDUOLHUௐ&DUULHUௐGRHVௐQRWௐZDUUDQWௐSURGXFWVௐQRWௐPDQXIDFWXUHGௐE\ௐ&DUULHUௐ&RUSRUDWLRQௐEXWௐLWௐGRHVௐSDVVௐRQௐ WRௐ&XVWRPHUௐDQ\ௐDYDLODEOHௐPDQXIDFWXUHU¶VௐZDUUDQW\ௐIRUௐWKRVHௐSURGXFWVௐ&DUULHUௐZDUUDQWVௐWKDWௐDOOௐVHUYLFHௐSURYLGHGௐE\ௐ &DUULHUௐKHUHXQGHUௐVKDOOௐEHௐSHUIRUPHGௐLQௐDௐZRUNPDQOLNHௐPDQQHUௐ,QௐWKHௐHYHQWௐDQ\ௐVXFKௐVHUYLFHௐLVௐGHWHUPLQHGௐWRௐEHௐ GHIHFWLYHௐZLWKLQௐQLQHW\ௐ


ௐGD\VௐRIௐFRPSOHWLRQௐRIௐWKDWௐVHUYLFHௐ&DUULHUௐVKDOOௐDWௐLWVௐRSWLRQௐUHSHUIRUPௐRUௐLVVXHௐDௐFUHGLWௐ IRUௐVXFKௐVHUYLFHௐ&DUULHU¶VௐREOLJDWLRQௐWRௐUHSDLUௐRUௐUHSODFHௐDQ\ௐGHIHFWLYHௐHTXLSPHQWௐSDUWVௐRUௐFRPSRQHQWVௐGXULQJௐWKHௐ ZDUUDQW\ௐSHULRGௐVKDOOௐEHௐ&XVWRPHU¶VௐH[FOXVLYHௐUHPHG\ௐ&DUULHUௐVKDOOௐQRWௐEHௐUHVSRQVLEOHௐIRUௐODERUௐFKDUJHVௐIRUௐUHPRYDOௐ RUௐUHLQVWDOODWLRQௐRIௐGHIHFWLYHௐHTXLSPHQWௐSDUWVௐRUௐFRPSRQHQWVௐIRUௐFKDUJHVௐIRUௐWUDQVSRUWDWLRQௐKDQGOLQJௐDQGௐVKLSSLQJௐRUௐ UHIULJHUDQWௐORVVௐRUௐIRUௐUHSDLUVௐRUௐUHSODFHPHQWௐRIௐVXFKௐHTXLSPHQWௐSDUWVௐRUௐFRPSRQHQWVௐUHTXLUHGௐDVௐDௐFRQVHTXHQFHௐRIௐ IDXOW\ௐLQVWDOODWLRQௐPLVDSSOLFDWLRQௐYDQGDOLVPௐDEXVHௐH[SRVXUHௐWRௐFKHPLFDOVௐLPSURSHUௐVHUYLFLQJௐXQDXWKRUL]HGௐDOWHUDWLRQௐ RUௐLPSURSHUௐRSHUDWLRQௐE\ௐSHUVRQVௐRWKHUௐWKDQௐ&DUULHU

 'HVFULEHௐDQ\ௐVHUYLFHௐVWDQGDUGVௐRUௐJXDUDQWHHVௐWKDWௐDSSO\ௐWRௐ \RXUௐVHUYLFHVௐ
SROLFLHVௐPHWULFVௐ.3,VௐHWF

4XDOLW\ௐ$VVXUDQFHௐRIௐ3URGXFWVௐ ௐ6HUYLFHV
,QௐHDUO\ௐ

ௐ&DUULHU
Vௐ6HUYLFHௐ0DUNHWLQJௐ'LYLVLRQௐGHYHORSHGௐDௐSURFHVVௐIRUௐ6HUYLFHௐ3URGXFWௐ'HVLJQௐDQGௐ ,PSOHPHQWDWLRQௐௐ2QFHௐDௐFRQFHSWௐLVௐHVWDEOLVKHGௐLWௐSURJUHVVHVௐWKURXJKௐDௐIHDVLELOLW\ௐVWXG\ௐZKHUHௐFXVWRPHUVௐDUHௐ FRQVXOWHGௐYLDௐIRFXVௐJURXSVௐRUௐTXHVWLRQQDLUHVௐௐ,IௐPDQDJHPHQWௐDSSURYDOௐLVௐREWDLQHGௐDௐPXOWLIXQFWLRQDOௐWHDPௐVHOHFWHGௐ IURPௐPDUNHWLQJௐDQGௐRSHUDWLRQVௐLVௐIRUPHGௐWRௐXQGHUWDNHௐWKHௐSURMHFW &RQVHTXHQWO\ௐILHOGௐWUDLQLQJௐPXVWௐWDNHௐSODFHௐIRUௐWKHௐSURSHUௐGHOLYHU\ௐRIௐWKHௐVHUYLFHௐSURGXFWௐௐ7KLVௐFDQௐEHௐDௐFRQFXUUHQWௐ DFWLYLW\ௐZLWKௐWKHௐWHFKQLFDOௐWUDLQLQJௐWKDWௐPXVWௐDFFRPSDQ\ௐHDFKௐSURGXFWௐௐ7UDLQLQJௐVHVVLRQVௐDUHௐKHOGௐDWௐWKHௐUHJLRQௐRUௐ GLVWULFWௐRIILFHVௐZLWKௐDOOௐRIILFHௐSHUVRQQHOௐLQYROYHGௐௐ7KLVௐLQFOXGHVௐWKHௐFOHULFDOௐSHRSOHௐZKRௐDGPLQLVWHUௐWKHௐSURGXFWௐWKHௐ HQJLQHHUVௐZKRௐPD\ௐEHௐFDOOHGௐXSRQௐWRௐLQVWDOOௐWKHௐSURGXFWௐWKHௐPDQDJHUVௐZKRௐPDQDJHௐWKHௐSURGXFW¶VௐLQWURGXFWLRQௐDQGௐ WKHௐWHFKQLFLDQVௐZKRௐDUHௐLQYROYHGௐLQௐSURGXFWௐLQVWDOODWLRQௐDQGௐGHOLYHU\ ,QௐSURGXFWௐLQWURGXFWLRQௐWKHௐSURMHFWௐPDQDJHUௐPHHWVௐZLWKௐTXDOLW\ௐUHYLHZௐWHDPVௐDQGௐVXSSOLHUVௐWRௐDVVXUHௐWKDWௐWKHௐILQDOௐ SURGXFWௐPHHWVௐWKHௐLQLWLDOௐJRDOVௐIRUௐWKHௐSURGXFWௐௐ2QFHௐWKHௐSURGXFWௐLVௐILHOGௐLPSOHPHQWHGௐWKHௐ&XVWRPHUௐ6HUYLFHௐ5HSRUWௐ

&65
ௐSURYLGHVௐWKHௐPHDQVௐWRௐFRPPXQLFDWHௐSURGXFWௐGHILFLHQFLHVௐௐ6HUYLFHௐPDUNHWLQJௐFRPSLOHVௐWKHௐGDWDௐYLDௐVWDWLVWLFDOௐ DQDO\VLVௐDQGௐWKHௐLQIRUPDWLRQௐLVௐSDVVHGௐRQௐWRௐWKHௐDSSURSULDWHௐVXSSOLHUV :KDWௐVHUYLFHௐZDVௐVROGௐYHUVXVௐZKDWௐVHUYLFHௐZDVௐSHUIRUPHGௐLVௐDௐNH\ௐLQGLFDWRUௐLQௐWKHௐVHUYLFHௐEXVLQHVVௐௐ0HWKRGௐRIௐ GRFXPHQWDWLRQௐRIௐWKLVௐLQGLFDWRUௐLQFOXGHVௐDௐFRPSXWHUL]HGௐVFKHGXOLQJௐV\VWHPௐDQGௐWKHௐ&XVWRPHUௐ6HUYLFHௐ5HSRUWௐ &65
ௐ
WLPHௐWLFNHWV
7KHௐ&XVWRPHUௐ6HUYLFHௐ5HSRUWௐ
&65
ௐLVௐDௐFULWLFDOௐGRFXPHQWௐIRUௐFRQIRUPLW\ௐௐ7KHௐ&65ௐFRQVLVWVௐRIௐVHYHUDOௐVHFWLRQVௐௐ 7KHௐHTXLSPHQWௐLQIRUPDWLRQௐPRGHOௐDQGௐVHULDOௐQXPEHUVௐDUHௐUHFRUGHGௐWRௐLGHQWLI\ௐWKHௐPDFKLQHௐௐ$ௐWDVNௐFRGHௐLVௐXVHGௐWRௐ LGHQWLI\ௐWKHௐZRUNௐGRQHௐௐ$GGLWLRQDOO\ௐRSHUDWLQJௐORJௐUHDGLQJVௐDUHௐWDNHQௐWRௐYHULI\ௐWKHௐSURSHUௐRSHUDWLRQௐRIௐWKHௐPDFKLQHௐ ZLWKLQௐGHVLJQௐFRQGLWLRQVௐௐ&DOFXODWLRQVௐDUHௐGRQHௐE\ௐWKHௐPHFKDQLFௐWRௐFRQILUPௐWKDWௐRSHUDWLRQௐLVௐZLWKLQௐWKHௐGHVLJQௐ VSHFLILFDWLRQVௐௐ6SDFHௐRQௐWKHௐIRUPௐLVௐGHGLFDWHGௐWRௐSDUWVௐXVHGௐZULWWHQௐGHVFULSWLRQௐRIௐZRUNௐGRQHௐDQGௐDEQRUPDOLWLHVௐ GLVFRYHUHGௐE\ௐWKHௐVHUYLFLQJௐPHFKDQLFௐௐ)LQDOO\ௐDIWHUௐDOOௐVHUYLFHௐLVௐSHUIRUPHGௐFXVWRPHUௐVLJQDWXUHVௐDUHௐREWDLQHGௐWRௐ YHULI\ௐWKDWௐWKHௐZRUNௐZDVௐGRQHௐWRௐWKHௐFXVWRPHU¶VௐVDWLVIDFWLRQ 7KHௐVHUYLFHௐSHUIRUPDQFHௐNH\ௐLQGLFDWRUVௐDUHௐPHDVXUHGௐPRQWKO\ௐE\ௐPDQDJHPHQWௐௐ,IௐDQ\ௐGLVFUHSDQFLHVௐDUHௐQRWHGௐWKHௐ QH[WௐOHYHOௐRIௐPDQDJHPHQWௐPHHWVௐZLWKௐWKHௐHQWLW\ௐGHWHUPLQHVௐWKHௐURRWௐFDXVHௐRIௐWKHௐH[LVWLQJௐSHUIRUPDQFHௐDVௐDௐ FRPSDULVRQௐWRௐSODQௐDQGௐGHYHORSௐDFWLRQௐSODQVௐWRௐUHFWLI\ௐWKHௐVLWXDWLRQௐௐ7KHVHௐDFWLRQௐSODQVௐGHWDLOௐVSHFLILFௐDUHDVௐRIௐ FRQFHUQௐRXWOLQLQJௐDFWLRQVௐWRௐEHௐWDNHQௐWLPLQJௐDQGௐUHVSRQVLELOLWLHVௐௐ0RQWKO\ௐIROORZXSVௐDUHௐFRQGXFWHGௐDQGௐDFWXDOௐ UHVXOWVௐFRPSDUHGௐWRௐSODQQHGௐUHVXOWVௐௐ)XUWKHUௐFRUUHFWLYHௐDFWLRQVௐDUHௐWDNHQௐDVௐUHTXLUHG )RUௐSURGXFWௐKDUGZDUHௐVWDWLVWLFVௐDQGௐGDWDௐFRPSLOHGௐE\ௐWKHௐ&65ௐ5HSRUWௐIHHGEDFNௐSURFHVVௐGHWHUPLQHVௐSURGXFWௐ GHILFLHQFLHVௐௐ,WVௐSXUSRVHௐLVௐWRௐDOORZௐWKHௐPHFKDQLFௐWRௐUHFHLYHௐWHFKQLFDOௐDVVLVWDQFHௐGXULQJௐVWDUWXSௐWRௐJLYHௐIHHGEDFNௐWRௐ HQJLQHHULQJௐRQௐSUREOHPVௐHQFRXQWHUHGௐZLWKௐWKHௐXQLWௐௐ7KLVௐLQIRUPDWLRQௐLVௐVKDUHGௐZLWKௐWKHௐFRPSRQHQWVௐVXSSOLHUௐDQGௐ DFWLRQௐLWHPVௐLPSOHPHQWHGௐWRௐFRUUHFWௐWKHௐVLWXDWLRQௐௐ0DQDJHPHQWௐPDNHVௐDௐUHTXLUHGௐYHQGRUௐYLVLWௐWRௐDVVXUHௐWKDWௐWKHௐ SURSHUௐDFWLRQVௐDUHௐLPSOHPHQWHG
,QௐDௐGLVWULEXWHGௐWHFKQLFDOௐRUJDQL]DWLRQௐWKHUHௐLVௐWKHௐQHHGௐWRௐFRPPXQLFDWHௐVHUYLFHௐLQVWUXFWLRQVௐDFURVVௐWKHௐQDWLRQௐௐ7KHௐ SULQFLSOHௐYHKLFOHVௐIRUௐWKHVHௐWUDQVIHUVௐRIௐLQIRUPDWLRQௐDUHௐWKHௐ6HUYLFHௐ%XOOHWLQௐDQGௐ(TXLSPHQWௐ7HFKQLFDOௐ0DQXDOV 7KHௐQHHGௐWRௐJHQHUDWHௐWHFKQLFDOௐEXOOHWLQVௐLVௐFUHDWHGௐE\ௐWKHௐLQSXWௐUHFHLYHGௐIURPௐWKHௐILHOGௐVHUYLFHௐRUJDQL]DWLRQௐWKURXJKௐ &XVWRPHUௐ6HUYLFHௐ5HSRUWௐ
&65
ௐGRFXPHQWVௐZKLFKௐDUHௐUHYLHZHGௐE\ௐ86ௐ)LHOGௐ2SHUDWLRQVௐ
86)2
ௐFXVWRPHUௐDVVXUDQFHௐ
SHUVRQQHOௐDQGௐILHOGௐUHTXHVWVௐIRUௐDVVLVWDQFH
&DUULHUௐXVHVௐERWKௐIRUPDOௐDQGௐLQIRUPDOௐDSSURDFKHVௐWRௐDVVHVVௐWKHௐTXDOLW\ௐRIௐLWVௐV\VWHPVௐSURFHVVHVௐSUDFWLFHVௐSURGXFWVௐ DQGௐVHUYLFHVௐௐ)RUPDOO\ௐ&DUULHUௐ6\VWHPVௐDQGௐ6HUYLFHVௐDVVHVVௐWKHௐTXDOLW\ௐRIௐWKHௐDERYHௐZLWKௐPHDVXUHPHQWVௐௐ6RPHௐRIௐ WKHௐPHDVXUHPHQWVௐLQFOXGHௐ\HDUO\ௐDXGLWVௐ
LHௐSROLFLHVௐSURFHGXUHVௐSXUFKDVLQJௐVLJQDWXUHௐDXWKRULW\ௐVDIHW\ ௐSURGXFWௐ
IDLOXUHௐUDWHVௐRQௐDௐPRQWKO\ௐEDVLVௐVHUYLFHௐDJUHHPHQWௐFDQFHOODWLRQVௐFXVWRPHUௐVXUYH\Vௐ FXVWRPHUௐVDWLVIDFWLRQௐLQGH[
ௐDQGௐ
FXVWRPHUௐFRPSODLQWV
7KHUHௐDUHௐ3URGXFWௐ0DQDJHPHQWௐ&RXQFLOVௐVHWௐXSௐWRௐPRQLWRUௐUHYLHZௐDQGௐWDNHௐDFWLRQௐIRUௐVSHFLILFௐSURGXFWVௐௐ([DPSOHVௐ DUHௐWKHௐFKLOOHUௐDLUVLGHௐSURGXFWVௐDQGௐFRQWUROVௐSURGXFWVௐTXDOLW\ௐFRXQFLOVௐZKLFKௐPHHWௐRQௐDௐTXDUWHUO\ௐEDVLVௐRUௐDVௐUHTXLUHG &DUULHUௐLVௐFRPPLWWHGௐWRௐGHOLYHULQJௐDௐTXDOLW\ௐSURGXFWௐRUௐVHUYLFHௐDWௐDQௐDSSURSULDWHௐSULFHௐௐ:HௐKDYHௐRUௐDUHௐLPSOHPHQWLQJௐ SURFHVVHVௐWKDWௐDOORZௐXVௐWRௐPHDVXUHௐWKHௐTXDOLW\ௐRIௐRXUௐFXUUHQWௐRIIHULQJVௐDVVHVVௐRSSRUWXQLWLHVௐIRUௐLPSURYHPHQWௐDQGௐ LPSOHPHQWௐFKDQJHVௐZKHQௐQHHGHGௐWRௐLPSURYHௐRXUௐTXDOLW\ௐRUௐPRGLI\ௐRXUௐSURGXFWVௐWRௐPHHWௐQHZௐFXVWRPHUௐUHTXLUHPHQWV 
Bid Number: RFP 070121 Vendor Name: Carrier Global Corp 








 



 



7DEOH
3D\PHQW7HUPVDQG)LQDQFLQJ2SWLRQV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ
PHWKRGV"
1HWௐௐௐ3D\PHQWௐLVௐDFFHSWHGௐYLDௐFKHFNௐFUHGLWௐFDUGௐRUௐZLUH   'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐXVHௐ E\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV
1$ 
 %ULHIO\ௐGHVFULEHௐ\RXUௐSURSRVHGௐRUGHUௐSURFHVVௐ,QFOXGHௐHQRXJKௐ GHWDLOௐWRௐVXSSRUWௐ\RXUௐDELOLW\ௐWRௐUHSRUWௐTXDUWHUO\ௐVDOHVௐWRௐ 6RXUFHZHOOௐDVௐGHVFULEHGௐLQௐWKHௐ&RQWUDFWௐWHPSODWHௐ)RUௐ
H[DPSOHௐLQGLFDWHௐZKHWKHUௐ\RXUௐGHDOHUௐQHWZRUNௐLVௐLQFOXGHGௐLQௐ \RXUௐUHVSRQVHௐDQGௐZKHWKHUௐHDFKௐGHDOHUௐ
RUௐVRPHௐRWKHUௐ
HQWLW\
ௐZLOOௐSURFHVVௐWKHௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV¶ௐ
SXUFKDVHௐRUGHUV
5DWKHUௐWKDQௐXWLOL]HௐDௐGHDOHUௐQHWZRUNௐ&DUULHUௐ&RUSௐGLUHFWO\ௐHPSOR\VௐLWVௐVDOHVௐDQGௐVHUYLFHௐIRUFH $VௐDௐ6RXUFHZHOOௐLQFXPEHQWௐ&DUULHUௐKDVௐVXFFHVVIXOO\ௐSURYLGHGௐTXDUWHUO\ௐUHSRUWVௐVLQFHௐ 
 'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐFRQWUDFWௐ

RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐDJUHHPHQWVௐ HWF
ௐ8SORDGௐDௐVDPSOHௐRIௐHDFKௐ
DVௐDSSOLFDEOH
ௐLQௐWKHௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
&DUULHUௐKDVௐFUHDWHGௐDௐSULFLQJௐWHPSODWHௐZKLFKௐGHWDLOVௐFRQWUDFWௐODERUௐUDWHVௐPDWHULDOௐPDUNXSV DQGௐHTXLSPHQWௐGLVFRXQWVௐIURPௐPDVWHUௐSULFLQJௐ7KLVௐGRFXPHQWௐLVௐGLVWULEXWHGௐWRௐRXUௐILHOGௐXSRQௐFRQWUDFWௐDZDUG DQGௐVWRUHGௐRQௐDௐVKDUHGௐGULYHௐIRUௐDOOௐFRPSDQ\ௐHPSOR\HHVௐWRௐDFFHVVௐௐ7HPSODWHௐXSORDGHGௐWRௐWKLVௐ5)3 DVௐDௐUHIHUHQFH

 'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV"
<HVௐDQGௐDWௐQRௐDGGLWLRQDOௐFRVWV

7DEOH
3ULFLQJDQG'HOLYHU\
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ.HHSLQPLQGWKDWUHDVRQDEOHSULFHDQGSURGXFWDGMXVWPHQWVFDQEHPDGHGXULQJWKHWHUPRIDQDZDUGHG&RQWUDFWDV GHVFULEHGLQWKH5)3WKHWHPSODWH&RQWUDFWDQGWKH6RXUFHZHOO3ULFHDQG3URGXFW&KDQJH5HTXHVW)RUP /LQH,WHP 4XHVWLRQ 5HVSRQVH
 'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ
HJௐOLQHLWHPௐGLVFRXQWVௐRUௐSUR GXFWFDWHJRU\ௐ

GLVFRXQWV
ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ
LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ
6RXUFHZHOOௐGLVFRXQWHGௐSULFH
ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ6RXUFHZHOOௐWRௐ
FRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,IௐDSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐ LWHPௐLQௐ\RXUௐSURSRVDOௐ8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐ
XSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
6HHௐDWWDFKHGௐSULFLQJௐWHPSODWH


4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐSURS RVDOௐLQௐWKLVௐUHVSRQVHௐ )RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ\RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ 0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH 6HHௐDWWDFKHGௐSULFLQJௐWHPSODWH

 'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐSURJUDPVௐ WKDWௐ\RXௐRIIHU 1RQH   3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐUHODWH GௐVHUYLFHVௐZKLFKௐPD\ௐ EHௐUHIHUUHGௐWRௐDVௐ³RSHQௐPDUNHW´ௐLWHPVௐRUௐ³QRQVWDQGDUGௐRSWLRQV´ௐ)RUௐH[DPSOHௐ\RXௐ PD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐSHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐ DௐTXRWHௐIRUௐHDFKௐVXFKௐUHTXHVW
6RXUFHGௐ3DUWVௐDUHௐJHQHUDOO\ௐPDUNHGௐXSௐXVLQJௐDௐSUHQHJRWLDWHGௐ0DUNௐXSௐVFKHGXOHௐௐ6HHௐ DWWDFKHGௐSULFLQJௐWHPSODWHௐIRUௐUDWHV 
 ,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLV ௐ127ௐLQFOXGHGௐLQௐWKHௐ SULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐ DVVRFLDWHGௐZLWKௐDௐSXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐVKLSSLQJௐ FKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUHGHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐ VHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐRUௐLQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐ VXFKௐFRVWVௐDQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU
7ULSௐFKDUJHVௐDQGௐFRQVXPDEOHௐFKDUJHVௐDSSO\ௐWRௐHYHU\ௐYLVLW 
 ,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWK Hௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐ HQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐFRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP $OOௐVKLSPHQWVௐVKDOOௐEHௐ)2%ௐVKLSSLQJௐSRLQWௐIUHLJKWௐSUHSDLGௐDQGௐDOORZHGௐWRௐWKHௐMREௐVLWHௐௐ 6KLSPHQWௐGDWHVௐTXRWHGௐDUHௐDSSUR[LPDWHௐௐ&DUULHUௐGRHVௐQRWௐJXDUDQWHHௐDௐSDUWLFXODUௐGDWHௐIRUௐ VKLSPHQWௐRUௐGHOLYHU\
&DUULHUௐVKDOOௐKDYHௐWKHௐULJKWௐWRௐVKLSௐDQ\ௐSRUWLRQௐRIௐWKHௐHTXLSPHQWௐLQFOXGHGௐLQௐWKLVௐ$JUHHPHQWௐ DQGௐLQYRLFHௐ&XVWRPHUௐIRUௐVXFKௐSDUWLDOௐVKLSPHQW

 6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐR UௐSURJUDPVௐDYDLODEOHௐIRUௐ $ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐRIIVKRUHௐGHOLYHU\
6DPHௐDVௐDERYH 
 'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐR SWLRQVௐRIIHUHGௐLQௐ\RXUௐ SURSRVDO
$Q\ௐXQLTXHௐUHTXLUHPHQWVௐZLOOௐEHௐGLVFXVVHGௐRQௐDௐFXVWRPHUௐE\ௐFXVWRPHUௐEDVLV  7DEOH
3ULFLQJ2IIHUHG
/LQH
,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV

&RPPHQWV
 FEHWWHUWKDQWKH3URSRVHUW\SLFDOO\RIIHUVWR*32VFRRSHUD WLYHSURFXUHPHQWRUJDQL]DWLRQVRUVWDWHSXUFKDVLQJGHSDUWPHQWV 7DEOH
$XGLWDQG$GPLQLVWUDWLYH)HH
/LQH,WHP 4XHVWLRQ 5HVSRQVH
 6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ \RXௐSODQௐWRௐHPSOR\ௐWRௐYHULI\ௐ FRPSOLDQFHௐZLWKௐ\RXUௐSURSRVHGௐ&RQWUDFWௐZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐHQVXULQJௐWKDWௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐSURSHUௐSULFLQJௐWKDWௐWKHௐ9HQGRUௐUHSRUWVௐDOOௐVDOHVௐ XQGHUௐWKHௐ&RQWUDFWௐHDFKௐTXDUWHUௐDQGௐWKDWௐWKHௐ9HQGRUௐUHPLWVௐWKHௐSURSHUௐDGPLQLVWUDWLYHௐIHHௐWRௐ 6RXUFHZHOO
&DUULHUௐ&RUSRUDWLRQௐXWLOL]HVௐDௐSULFLQJௐWRROௐWKDWௐFDQௐEHௐSUHORDGHGௐZLWKௐ6RXUFHZHOO Vௐ
SUHQHJRWLDWHGௐUDWHVௐDQGௐPDUNXSVௐௐ7KLVௐHQVXUHVௐWKDWௐXVHUVௐDUHௐFRPSOLDQWௐZKLOHௐ FUHDWLQJௐFRPSHWLWLYHௐELGVௐIRUௐ6RXUFHZHOOௐPHPEHUVௐௐ$ௐ1DWLRQDOௐ$FFRXQWௐ0DQDJHUௐZLOOௐ UHYLHZௐDOOௐELGVௐSULRUௐWRௐVXEPLVVLRQௐWRௐHQVXUHௐFRQVLVWHQFH\ௐDQGௐFRUUHFWQHVV 
 ,Iௐ\RXௐDUHௐDZDUGHGௐDௐFRQWUDFWௐSURYLGHௐDௐIHZௐH[DPSOHVௐRIௐLQWH UQDOௐPHWULFVௐWKDWௐZLOOௐEHௐWUDFNHGௐ WRௐPHDVXUHௐZKHWKHUௐ\RXௐDUHௐKDYLQJௐVXFFHVVௐZLWKௐWKHௐFRQWUDFW 7KHௐ&DUULHUௐ1DWLRQDOௐ$FFRXQWௐ0DQDJHUௐZLOOௐXVHௐWZRௐWRROVௐWRௐWUDFNௐWKHௐ6RXUFHZHOOௐ FRQWUDFWௐXVDJHௐௐ2QHௐLVௐDௐWUDFNLQJௐOLVWௐPDLQWDLQHGௐE\ௐWKHௐ1DWLRQDOௐ$FFRXQWௐ0DQDJHUௐ DQGௐWKHௐHTXLSPHQWௐWHDPௐௐ7KHௐVHFRQGௐUHVLGHVௐLQௐRXUௐVHUYLFHVDOHVௐVRIWZDUHௐZKLFKௐ ZLOOௐWUDFNௐDQGௐUHSRUWௐTXRWHGௐRUௐVROGௐMREVௐWKURXJKRXWௐWKHௐOLIHௐRIௐWKHௐFRQWUDFW 

,GHQWLI\ௐDௐSURSRVHGௐDGPLQLVWUDWLYHௐIHHௐWKDWௐ\RXௐZLOOௐSD\ௐWRௐ6 RXUFHZHOOௐIRUௐIDFLOLWDWLQJௐ PDQDJLQJௐDQGௐSURPRWLQJௐWKHௐ6RXUFHZHOOௐ&RQWUDFWௐLQௐWKHௐHYHQWௐWKDWௐ\RXௐDUHௐDZDUGHGௐDௐ &RQWUDFWௐௐ7KLVௐIHHௐLVௐW\SLFDOO\ௐFDOFXODWHGௐDVௐDௐSHUFHQWDJHௐRIௐ9HQGRU¶VௐVDOHVௐXQGHUௐWKHௐ &RQWUDFWௐRUௐDVௐDௐSHUXQLWௐIHH
ௐLWௐLVௐQRWௐDௐOLQHLWHPௐDGGLWLRQௐWRௐWKHௐ0HPEHU¶VௐFRVWௐRIௐJRRGVௐ

6HHௐWKHௐ5)3ௐDQGௐWHPSODWHௐ&RQWUDFWௐIRUௐDGGLWLRQDOௐGHWDLOV



Bid Number: RFP 070121 Vendor Name: Carrier Global Corp 








 



 



7DEOH$
'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐWKHௐHTXLSPHQWௐSURGXFWVௐDQ Gௐ VHUYLFHVௐWKDWௐ\RXௐDUHௐRIIHULQJௐLQௐ\RXUௐSURSRVDO
+HDWLQJௐYHQWLODWLRQௐDLUFRQGLWLRQLQJௐDQGௐUHIULJHUDWLRQௐV\VWHPVௐFRQWUROVௐVHUYLFHVௐDQGௐVXVWDLQDEOHௐVROXWLRQVௐIRUௐ FRPPHUFLDOௐLQGXVWULDOௐDQGௐWUDQVSRUWDWLRQௐDSSOLFDWLRQV   :LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐVXEFDWHJRULHVௐRIௐ VROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐWLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐ SURGXFWVௐDQGௐVHUYLFHV
3DUWVௐVDOHVௐQHZௐHTXLSPHQWௐIDFWRU\ௐVWDUWXSௐWXUQNH\ௐSURGXFWௐLQVWDOODWLRQVௐXSJUDGHVௐLQGRRUௐDLUௐTXDOLW\ௐVROXWLRQV 
7DEOH%
'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV ,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRIHTXLSPHQWSURGXFWVDQGVHUYLFHVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDOFRPPHQWVLQWKHWH[WER[SURYLGHGDVQHFHVVDU\ /LQH
,WHP &DWHJRU\RU7\SH 2IIHUHG 
&RPPHQWV
 +9$&ௐ,$4ௐDQGௐZDWHUௐKHDWLQJௐRUௐWUHDWPHQWௐ
LQIUDVWUXFWXUHௐHTXLSPHQWௐFRPSRQHQWVௐ
SURGXFWVௐSDUWVௐDQGௐUHODWHGௐWHFKQRORJ\
<HV
1R
&DUULHUௐRIIHUVௐDௐIXOOௐOLQHௐRIௐSURGXFWVௐDQGௐVROXWLRQVௐIRUௐEXLOGLQJௐRFFXSDQWV ௐFRPIRUWௐKHDOWKௐDQGௐZHOO
EHLQJௐDQGௐLQGXVWULDOௐFRROLQJௐ7KLVௐLQFOXGHVௐQHZௐHTXLSPHQWௐSDUWVௐODERUௐZDUUDQW\ௐDQGௐWXUQNH\ LQVWDOODWLRQV

 6HQVRUVௐFRQWUROVௐWKHUPRVWDWVௐJDXJHVௐDQGௐ
V\VWHPௐDXWRPDWLRQௐRUௐPDQDJHPHQWௐSURGXFWVௐ
DQGௐWHFKQRORJ\
<HV
1R
&DUULHUௐVHOOVௐDௐIXOOௐOLQHௐRIௐ2(0ௐUHSODFHPHQWௐFRPSRQHQWVௐDQGௐFDQௐVRXUFHௐSDUWVௐIURPௐDOOௐRWKHU +9$&ௐPDQXIDFWXUHUVௐDVௐZHOO 
 6HUYLFHVௐUHODWHGௐWRௐWKHௐRIIHULQJௐRIௐWKHௐ
VROXWLRQVௐGHVFULEHGௐLQௐ/LQHVௐௐDQGௐௐRIௐ
7DEOHௐ%ௐDERYHௐLQFOXGLQJௐLQVWDOODWLRQௐ
PDLQWHQDQFHௐUHSDLUௐUHIXUELVKPHQWௐ
UHSODFHPHQWௐV\VWHPௐXSJUDGHVௐHPHUJHQF\ௐRUௐ
VKRUWWHUPௐ+9$&ௐHTXLSPHQWௐUHQWDOௐ
DVVHVVPHQWௐLQWHJUDWLRQௐWUDLQLQJௐVXSSRUWௐDQGௐ
FXVWRPL]DWLRQ
<HV
1R
&DUULHUௐVHHNVௐWRௐUHGXFHௐWKHௐFOLHQWVௐRSHUDWLQJௐFRVWVௐWKURXJKௐHTXLSPHQWௐRSWLPL]DWLRQௐHTXLSPHQW EDVHOLQHௐDQDO\VLVௐEXLOGLQJௐPDQDJHPHQWௐVROXWLRQVௐHQHUJ\ௐVDYLQJVௐVROXWLRQVௐHTXLSPHQW PRGHUQL]DWLRQௐLQFOXGLQJ
ௐUHWURILWௐDQGௐXSJUDGHVௐDQGௐWXUQNH\ௐUHSODFHPHQWௐVROXWLRQVௐௐ2WKHUௐNH\ UHVRXUFHVௐLQFOXGH
ௐ)LHOGௐVHUYLFHௐHQJLQHHUVௐVWDQGDUGௐZRUNௐLQVWUXFWLRQVௐH[SHGLWHGௐSDUWVௐDYDLODELOLW\ DQGௐ&DUULHU52/(ŠௐUHPRWHௐRQOLQHௐH[SHUWV 
([FHSWLRQVWR7HUPV&RQGLWLRQVRU6SHFLILFDWLRQV)RUP KŶůLJƚŚŽƐĞWƌŽƉŽƐĞƌ
džĐĞƉƚŝŽŶƐƚŽdĞƌŵƐ͕ŽŶĚŝƚŝŽŶƐ͕Žƌ^ƉĞĐŝĨŝĐĂƚŝŽŶƐƚŚĂƚŚĂǀĞďĞĞŶĂĐĐĞƉƚĞĚďLJ^ŽƵƌĐĞǁĞůůŚĂǀĞ ďĞĞŶŝŶĐŽƌƉŽƌĂƚĞĚŝŶƚŽƚŚĞĐŽŶƚƌĂĐƚƚĞdžƚ͘
'RFXPHQWV
(QVXUH\RXUVXEPLVVLRQGRFXPHQW
V
FRQIRUPVWRWKHIROORZLQJ

'RFXPHQWVLQ3')IRUPDWDUHSUHIHUUHG'RFXPHQWVLQ:RUG([FHORUFRPSDWLEOHIRUPDWVPD\DOVREHSURYLGHG 'RFXPHQWVVKRXOG127KDYHDVHFXULW\SDVVZRUGDV6RXUFHZHOOPD\QRWEHDEOHWRRSHQWKHILOH,WLV\RXUVROHUHVSRQVLELOLW\WRHQVXUHWKDWWKHXSORDGHGGRFXPHQW V
DUHQRWHLWKHU
GHIHFWLYHFRUUXSWHGRUEODQNDQGWKDWWKHGRFXPHQWVFDQEHRSHQHGDQGYLHZHGE\6RXUFHZHOO 6RXUFHZHOOPD\UHMHFWDQ\UHVSRQVHZKHUHDQ\GRFXPHQW V
FDQQRWEHRSHQHGDQGYLHZHGE\6RXUFHZHOO
Bid Number: RFP 070121 Vendor Name: Carrier Global Corp ,I\RXQHHGWRXSORDGPRUHWKDQRQH

GRFXPHQWIRUDVLQJOHLWHP\RXVKRXOGFRPELQHWKHGRFXPHQWVLQWRRQH]LSSHGILOH,IWKH]LSSHGILOHFRQWDLQVPRUHWKDQRQH 
GRFXPHQW
HQVXUHHDFKGRFXPHQWLVQDPHGLQUHODWLRQWRWKHVXEPLVVLRQIRUPDWLWHPUHVSRQGLQJWR)RUH[DPSOHLIUHVSRQGLQJWRWKH0DUNHWLQJ3ODQFDWHJRU\VDYHWKHGRFXPHQWDV³0DUNHWLQJ 3ODQ´
3ULFLQJ6RXUFHZHOO5)3
&DUULHU(TXLSPHQW3URGXFWVDQG3ULFLQJ[OV[:HGQHVGD\-XQH 

)LQDQFLDO6WUHQJWKDQG6WDELOLW\&DUULHU$QQXDO5HSRUWSGI0RQGD\-XQH 

0DUNHWLQJ3ODQ6DPSOHV6WUDWHJLF$FFRXQWV2YHUYLHZSGI0RQGD\-XQH



:0%(0%(6%(RU5HODWHG&HUWLILFDWHV

RSWLRQDO

:DUUDQW\,QIRUPDWLRQ&DUULHU:DUUDQW\DQG7HUPVSGI0RQGD\-XQH 

6WDQGDUG7UDQVDFWLRQ'RFXPHQW6DPSOHV6RXUFHZHOO5)3 &DUULHU(TXLSPHQW3URGXFWVDQG3ULFLQJ[OV[:HGQHVGD\-XQH 

8SORDG$GGLWLRQDO'RFXPHQW5)3BB+9$&B6\VWHPVB6HUYLFHVB&RQWUDFWB7HPSODWH6RXUFHZHOOUHGOLQHIRU&DUULHUGRF[0RQGD\-XQH 










 



 



$GGHQGD7HUPVDQG&RQGLWLRQV


352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&(
,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WRELQGWKH3URSRVHUWRWKLV$IILGDYLWDQG$VVXUDQFHRI&RPSOLDQFH

 7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQWKHMXULVGLFWLRQRILWVUHVLGHQFH 
 7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRIHYDOXDWLRQIRUFRQWUDFWDZDUG 
 7KH3URSRVHULQFOXGLQJDQ\SHUVRQDVVLVWLQJZLWKWKHFUHDWLRQRIWKLV3URSRVDOKDVDUULYHGDWWKLV3URSRVDOLQGHSHQGHQWO\DQGWKH3URSRVDOKDVEHHQFUHDWHGZLWKRXWFROOXGLQJZLWK DQ\RWKHUSHUVRQFRPSDQ\RUSDUWLHVWKDWKDYHRUZLOOVXEPLWDSURSRVDOXQGHUWKLVVROLFLWDWLRQ DQGWKH3URSRVDOKDVLQDOOUHVSHFWVEHHQFUHDWHGIDLUO\ZLWKRXWDQ\IUDXGRU GLVKRQHVW\7KH3URSRVHUKDVQRWGLUHFWO\RULQGLUHFWO\HQWHUHGLQWRDQ\DJUHHPHQWRUDUUDQJHPHQWZLWKDQ\SHUVRQRUEXVLQHVVLQDQHIIRUWWRLQIOXHQFHDQ\SDUWRIWKLVVROLFLWDWLRQRU RSHUDWLRQVRIDUHVXOWLQJFRQWUDFW
DQGWKH3URSRVHUKDVQRWWDNHQDQ\DFWLRQLQUHVWUDLQWRIIUHHWUDGHRUFRPSHWLWLYHQHVVLQFRQQHFWLRQZLWKWKLVVROLFLWDWLRQ$GGLWLRQDOO\LI3URSRVHU KDVZRUNHGZLWKDFRQVXOWDQWRQWKH3URSRVDOWKHFRQVXOWDQW DQLQGLYLGXDORUDFRPSDQ\
KDVQRWDVVLVWHGDQ\RWKHUHQWLW\WKDWKDVVXEPLWWHGRUZLOOVXEPLWDSURSRVDOIRUWKLV VROLFLWDWLRQ

 7RWKHEHVWRILWVNQRZOHGJHDQGEHOLHIDQGH[FHSWDVRWKHUZLVHGLVFORVHGLQWKH3URSRVDOWKHUHDUHQRUHOHYDQWIDFWVRUFLUFXPVWDQFHVZKLFKFRXOGJLYHULVHWRDQRUJDQL]DWLRQDO FRQIOLFWRILQWHUHVW$QRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVWH[LVWVZKHQDYHQGRUKDVDQXQIDLUFRPSHWLWLYHDGYDQWDJHRUWKHYHQGRU¶VREMHFWLYLW\LQSHUIRUPLQJWKHFRQWUDFWLVRUPLJKWEH LPSDLUHG

 7KHFRQWHQWVRIWKH3URSRVDOKDYHQRWEHHQFRPPXQLFDWHGE\WKH3URSRVHURULWVHPSOR\HHVRUDJHQWVWRDQ\SHUVRQQRWDQHPSOR\HHRUOHJDOO\DXWKRUL]HGDJHQWRIWKH3URSRVHUDQG ZLOOQRWEHFRPPXQLFDWHGWRDQ\VXFKSHUVRQVSULRUWR'XH'DWHRIWKLVVROLFLWDWLRQ 
 ,IDZDUGHGDFRQWUDFWWKH3URSRVHUZLOOSURYLGHWR6RXUFHZHOO3DUWLFLSDWLQJ(QWLWLHVWKHHTXLSPHQWSURGXFWVDQGVHUYLFHVLQDFFRUGDQFHZLWKWKHWHUPVFRQGLWLRQVDQGVFRSHRID UHVXOWLQJFRQWUDFW

 7KH3URSRVHUSRVVHVVHVRUZLOOSRVVHVVEHIRUHGHOLYHULQJDQ\HTXLSPHQWSURGXFWVRUVHUYLFHVDOODSSOLFDEOHOLFHQVHVRUFHUWLILFDWLRQVQHFHVVDU\WRGHOLYHUVXFKHTXLSPHQW SURGXFWVRUVHUYLFHVXQGHUDQ\UHVXOWLQJFRQWUDFW

 7KH3URSRVHUDJUHHVWRGHOLYHUHTXLSPHQWSURGXFWVDQGVHUYLFHVWKURXJKYDOLGFRQWUDFWVSXUFKDVHRUGHUVRUPHDQVWKDWDUHDFFHSWDEOHWR6RXUFHZHOO0HPEHUV8QOHVVRWKHUZLVH DJUHHGWRWKH3URSRVHUPXVWSURYLGHRQO\QHZDQGILUVWTXDOLW\SURGXFWVDQGUHODWHGVHUYLFHVWR6RXUFHZHOO0HPEHUVXQGHUDQDZDUGHG&RQWUDFW 

 7KH3URSRVHUZLOOFRPSO\ZLWKDOODSSOLFDEOHSURYLVLRQVRIIHGHUDOVWDWHDQGORFDOODZVUHJXODWLRQVUXOHVDQGRUGHUV 
 7KH3URSRVHUXQGHUVWDQGVWKDW6RXUFHZHOOZLOOUHMHFW5)3SURSRVDOVWKDWDUHPDUNHGFRQILGHQWLDO RUQRQSXEOLFHWF
HLWKHUVXEVWDQWLDOO\RULQWKHLUHQWLUHW\8QGHU0LQQHVRWD 6WDWXWHV6HFWLRQ
VXEGLYLVLRQDOOSURSRVDOVDUHFRQVLGHUHGQRQSXEOLFGDWDXQWLOWKHHYDOXDWLRQLVFRPSOHWHDQGD&RQWUDFWLVDZDUGHG$WWKDWSRLQWSURSRVDOVEHFRPHSXEOLF GDWD0LQQHVRWD6WDWXWHV6HFWLRQSHUPLWVRQO\FHUWDLQQDUURZO\GHILQHGGDWDWREHFRQVLGHUHGDWUDGHVHFUHWDQGWKXVQRQSXEOLFGDWDXQGHU0LQQHVRWD V'DWD3UDFWLFHV$FW

  3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW


 ,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURORIWKH8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\ IRXQGDW
KWWSV
ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI


 ,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW KWWSV
VDPJRY6$0
RU

 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHGE\WKH6WDWHRI0LQQHVRWD WKH8QLWHG6WDWHVIHGHUDO
JRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOH
RUDQ\3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRID FULPLQDORIIHQVHUHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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
7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXP EHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH
,KDYHUHYLHZHGWKH
EHORZDGGHQGXPDQG
DWWDFKPHQWV
LI

DSSOLFDEOH

3DJHV
$GGHQGXPBB+9$&B6\VWHPVB6HUYLFHVB5)3B
7XH-XQH
30 
$GGHQGXPBB+9$&B6\VWHPVB6HUYLFHVB5)3B
:HG0D\
30 
$GGHQGXPBB+9$&B6\VWHPVB6HUYLFHVB5)3B
7XH0D\
30 
$GGHQGXPBB+9$&B6\VWHPVB6HUYLFHVB5)3B
0RQ0D\
30 
Bid Number: RFP 070121 Vendor Name: Carrier Global Corp